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 |
|---|---|---|
AMERICAN FUNDS1+ years Filed as: FORT PITT CAPITAL GROUP Service code 26 · EIN 25-1768797 | Advisory (Participants) | $33,226 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO INC Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $961 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO INC AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,981 | $70,002+17.1% | $115,037-28.7% | $52,331+56.7% |
| Participation rate | 81.8% | 72.1%+9.7pp | 81.4%+0.4pp | 68.1%+13.7pp |
| Annual return | 5.81% | 4.04%+1.8pp | 26.14%-20.3pp | 4.54%+1.3pp |
| Employer contribution / active EE | $0 | $2,715-100.0% | $4,608-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $5,313 | $4,920+8.0% | $6,026-11.8% | $3,022+75.8% |
| Admin fee / account holder | $166 | $566-70.6% | $8,175-98.0% | $592-71.9% |