Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 |
|---|---|---|
Filed as: WEALTH ENHCNACEMENT GROUP Service code 21 · EIN 41-2016508 1040 PITTSFORD VICTOR ROAD · PITTSFORD, NY 14534 | Bank Trustee | $74,099 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST BANK Service code 25 · EIN 82-3967259 | Directed Trustee | $9,280 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,175 | $79,184+31.6% | $102,438+1.7% | $74,546+39.7% |
| Participation rate | 63.2% | 74.8%-11.6pp | 76.5%-13.3pp | 67.2%-4.1pp |
| Annual return | 14.57% | 54.95%-40.4pp | 29.37%-14.8pp | 1366.03%-1351.5pp |
| Employer contribution / active EE | $2,029 | $2,362-14.1% | $3,024-32.9% | $2,624-22.7% |
| Participant deferral / active EE | $4,058 | $4,414-8.1% | $5,054-19.7% | $4,347-6.7% |
| Admin fee / account holder | $772 | $2,001-61.4% | $9,448-91.8% | $1,944-60.3% |