See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $87,384 |
Filed as: GUYASUTA INVESTMENT ADVISROS I Service code 26 · EIN 25-1737681 | Advisory (Participants) | $34,196 |
Service code 28 · EIN 47-1411118 | Investment Management | $33,750 |
AB FUNDS1 year Filed as: ALLIANCEBERNSTEIN LP Service code 28 · EIN 13-4064930 | Investment Management | $28,228 |
CATANESE GROUP2 years Filed as: CATANESE GROUP A PROFESSIONAL Service code 10 · EIN 25-1685380 | Accounting | $20,000 |
Service code 26 · EIN 39-1897480 | Advisory (Participants) | $9,333 |
RKL LLP2 years Filed as: RKL WEALTH MANAGEMENT LLC Service code 26 · EIN 23-3016440 | Advisory (Participants) | $7,562 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 · EIN 94-1737782 | Float revenue; Shareholder servicing ... | $1,337 |
Filed as: CHARLES SCHWAB & CO., INC.AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $372,130 | $106,028+251.0% | $146,958+153.2% | $77,643+379.3% |
| Participation rate | 96.8% | 78.4%+18.5pp | 82.2%+14.7pp | 70.6%+26.3pp |
| Annual return | 18.26% | 56.73%-38.5pp | 418.34%-400.1pp | 31.24%-13.0pp |
| Employer contribution / active EE | $13,715 | $4,063+237.5% | $4,933+178.0% | $2,726+403.1% |
| Participant deferral / active EE | $11,934 | $7,990+49.4% | $8,070+47.9% | $4,647+156.8% |
| Admin fee / account holder | $170 | $337-49.8% | $12,998-98.7% | $430-60.6% |