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 FUNDS8 years Filed as: FORT PITT CAPITAL GROUP LLC Service code 26 · EIN 47-5006020 | Advisory (Participants) | $63,904 |
CHARLES SCHWAB & CO., INC.6 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $14,788 |
CHARLES SCHWAB & CO., INC.4 years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Direct pa... | $2,642 |
Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL 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 | $153,055 | $91,407+67.4% | $135,903+12.6% | $71,457+114.2% |
| Participation rate | 90.7% | 75.7%+15.0pp | 81.9%+8.7pp | 67.9%+22.7pp |
| Annual return | 29.75% | 29.90%-0.1pp | 68.23%-38.5pp | 28.85%+0.9pp |
| Employer contribution / active EE | $0 | $3,703-100.0% | $4,856-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $8,406 | $7,092+18.5% | $7,758+8.3% | $4,289+96.0% |
| Admin fee / account holder | $335 | $1,266-73.5% | $10,762-96.9% | $1,587-78.9% |