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 |
|---|---|---|
Filed as: WEALTH ENHCNACEMENT GROUP Service code 21 · EIN 41-2016508 1040 PITTSFORD VICTOR ROAD · PITTSFORD, NY 14534 | Bank Trustee | $73,622 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST BANK Service code 25 · EIN 82-3967259 | Directed Trustee | $8,609 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,418 | $87,870+30.2% | $113,168+1.1% | $74,304+54.0% |
| Participation rate | 71.9% | 70.7%+1.1pp | 76.6%-4.7pp | 60.3%+11.5pp |
| Annual return | 14.10% | 26.44%-12.3pp | 24.27%-10.2pp | 29.43%-15.3pp |
| Employer contribution / active EE | $2,052 | $2,277-9.9% | $2,975-31.0% | $2,241-8.5% |
| Participant deferral / active EE | $4,250 | $4,241+0.2% | $5,107-16.8% | $3,767+12.8% |
| Admin fee / account holder | $742 | $3,368-78.0% | $12,068-93.9% | $2,969-75.0% |