See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS2 years Filed as: FORT PITT CAPITAL GROUP LLC Service code 27 · EIN 47-5006020 | Advisory (Plan) | $23,192 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,659 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,714 | $101,317-22.3% | $146,958-46.4% | $74,495+5.7% |
| Participation rate | 97.3% | 75.5%+21.8pp | 82.2%+15.2pp | 67.2%+30.1pp |
| Annual return | 16.33% | 8730.91%-8714.6pp | 418.34%-402.0pp | 1364.94%-1348.6pp |
| Employer contribution / active EE | $2,929 | $3,810-23.1% | $4,933-40.6% | $2,623+11.7% |
| Participant deferral / active EE | $10,005 | $7,303+37.0% | $8,070+24.0% | $4,346+130.2% |
| Admin fee / account holder | $153 | $1,739-91.2% | $12,998-98.8% | $1,942-92.1% |