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 5-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.5+ years Filed as: SCHNEIDER DOWNS WEALTH MGMT ADV. Service code 26 · EIN 25-1857157 ONE PPG PLACE, SUITE 1700 · PITTSBURGH, PA 152225416 | Advisory (Participants) | $45,286 |
SCHNEIDER DOWNS RET. SOLUTIONS5+ years Service code 15 · EIN 47-3764076 ONE PPG PLACE, SUITE 1700 · PITTSBURGH, PA 152225416 | Recordkeeping | $8,209 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 42-1558009 215 FREMONT STREET, 6TH FLOOR · SAN FRANCISCO, CA 94105 | Securities Custodian | $5,542 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,558 | $87,013-18.9% | $106,213-33.6% | $80,856-12.7% |
| Participation rate | 94.0% | 70.4%+23.6pp | 75.3%+18.7pp | 67.6%+26.4pp |
| Annual return | 9.65% | 17.05%-7.4pp | 116.14%-106.5pp | 35.59%-25.9pp |
| Employer contribution / active EE | $2,331 | $2,395-2.7% | $3,171-26.5% | $2,755-15.4% |
| Participant deferral / active EE | $3,474 | $3,986-12.8% | $5,016-30.7% | $4,296-19.1% |
| Admin fee / account holder | $457 | $8,431-94.6% | $11,033-95.9% | $6,918-93.4% |