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 FUNDS5 years Filed as: FORT PITT CAPITAL GROUP LLC Service code 26 · EIN 47-5006020 | Advisory (Participants) | $54,112 |
CHARLES SCHWAB & CO., INC.3 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $16,980 |
Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $4,695 |
Filed as: CHARLES SCHWAB & CO INC. AND AFFILI Service code 59 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,816 | $99,957+50.9% | $149,696+0.7% | $73,488+105.2% |
| Participation rate | 84.1% | 75.7%+8.4pp | 82.5%+1.6pp | 70.7%+13.4pp |
| Annual return | 20.17% | 53.87%-33.7pp | 276.60%-256.4pp | 28.51%-8.3pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,644-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $7,700 | $6,073+26.8% | $6,842+12.5% | $3,740+105.9% |
| Admin fee / account holder | $339 | $551-38.5% | $9,309-96.4% | $513-34.0% |