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 |
|---|---|---|
SCHNEIDER DOWNS & CO., INC.10+ years Filed as: SCHNEIDER DOWNS WEALTH MGMT ADV. Service code 26 · EIN 25-1857157 ONE PPG PLACE, SUITE 1700 · PITTSBURGH, PA 152225416 | Advisory (Participants) | $66,988 |
Service code 15 · EIN 47-3764076 ONE PPG PLACE, SUITE 1700 · PITTSBURGH, PA 152225416 | Recordkeeping | $15,862 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 42-1558009 215 FREEMONT STREET, 6TH FLOOR · SAN FRANCISCO, CA 94105 | Securities Custodian | $6,799 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $47,318 | $54,193-12.7% | $93,654-49.5% | $77,671-39.1% |
| Participation rate | 78.7% | 63.9%+14.8pp | 68.7%+10.0pp | 70.6%+8.1pp |
| Annual return | 10.89% | 30.54%-19.7pp | 133.34%-122.5pp | 31.21%-20.3pp |
| Employer contribution / active EE | $520 | $1,168-55.4% | $2,421-78.5% | $2,726-80.9% |
| Participant deferral / active EE | $3,542 | $3,144+12.7% | $4,413-19.7% | $4,648-23.8% |
| Admin fee / account holder | $245 | $576-57.4% | $8,282-97.0% | $430-43.1% |