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.6 years Filed as: SCHNEIDER DOWNS WEALTH MGMT ADV Service code 26 · EIN 25-1857157 ONE PPG PLACE, SUITE 1700 · PITTSBURGH, PA 152225416 | Advisory (Participants) | $36,876 |
Service code 15 · EIN 47-3764076 ONE PPG PLACE, SUITE 1700 · PITTSBURGH, PA 152225416 | Recordkeeping | $10,233 |
Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 42-1558009 | Securities Custodian | $4,732 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,362 | $44,984+27.5% | $85,009-32.5% | $74,546-23.1% |
| Participation rate | 77.9% | 49.4%+28.5pp | 67.5%+10.4pp | 67.2%+10.7pp |
| Annual return | 12.49% | 26.25%-13.8pp | 66.47%-54.0pp | 1366.03%-1353.5pp |
| Employer contribution / active EE | $2,587 | $1,458+77.4% | $2,728-5.2% | $2,624-1.4% |
| Participant deferral / active EE | $4,724 | $2,733+72.8% | $4,522+4.5% | $4,347+8.7% |
| Admin fee / account holder | $370 | $2,208-83.2% | $6,153-94.0% | $1,944-80.9% |