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: SCHNEIDER DOWNS WEALTH MANAGEMENT Service code 27 · EIN 25-1857157 | Advisory (Plan) | $39,068 |
MORGAN STANLEY SMITH BARNEY6 years Filed as: MORGAN STANLEY Service code 27 · EIN 20-8764829 | Advisory (Plan) | $28,966 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $22,714 |
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.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,037 | $73,360+134.5% | $177,989-3.3% | $74,495+130.9% |
| Participation rate | 67.3% | 66.6%+0.7pp | 77.1%-9.8pp | 67.2%+0.1pp |
| Annual return | 17.25% | 17.49%-0.2pp | 294.48%-277.2pp | 1364.94%-1347.7pp |
| Employer contribution / active EE | $3,163 | $2,216+42.7% | $3,949-19.9% | $2,623+20.6% |
| Participant deferral / active EE | $8,285 | $4,513+83.6% | $6,276+32.0% | $4,346+90.7% |
| Admin fee / account holder | $364 | $1,808-79.8% | $10,363-96.5% | $1,942-81.2% |