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 | $44,960+27.6% | $84,966-32.5% | $74,495-23.0% |
| Participation rate | 77.9% | 49.4%+28.5pp | 67.5%+10.4pp | 67.2%+10.7pp |
| Annual return | 12.49% | 26.24%-13.7pp | 66.38%-53.9pp | 1364.94%-1352.4pp |
| Employer contribution / active EE | $2,587 | $1,457+77.5% | $2,727-5.1% | $2,623-1.4% |
| Participant deferral / active EE | $4,724 | $2,731+73.0% | $4,519+4.5% | $4,346+8.7% |
| Admin fee / account holder | $370 | $2,209-83.2% | $6,149-94.0% | $1,942-80.9% |