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 FUNDS3 years Filed as: FORT PITT CAPITAL GROUP LLC Service code 27 · EIN 47-5006020 | Advisory (Plan) | $21,941 |
KOVITZ INVESTMENT GROUP1 year Filed as: KOVITZ INVESTMENT GROUP PARTNERS Service code 27 · EIN 47-5657416 | Advisory (Plan) | $8,620 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,579 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,138 | $100,923+1.2% | $150,045-31.9% | $74,304+37.5% |
| Participation rate | 96.0% | 70.1%+25.9pp | 82.3%+13.7pp | 60.3%+35.6pp |
| Annual return | 22.32% | 51.77%-29.4pp | 62.55%-40.2pp | 29.43%-7.1pp |
| Employer contribution / active EE | $2,838 | $3,463-18.1% | $4,693-39.5% | $2,241+26.6% |
| Participant deferral / active EE | $10,446 | $6,709+55.7% | $7,997+30.6% | $3,767+177.3% |
| Admin fee / account holder | $198 | $2,767-92.9% | $13,435-98.5% | $2,969-93.3% |