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.7 years Filed as: SCHNEIDER DOWNS WEALTH MGMT ADV. Service code 26 · EIN 25-1857157 ONE PPG PLACE, SUITE 1700 · PITTSBURGH, PA 152225416 | Advisory (Participants) | $17,662 |
Service code 15 · EIN 47-3764076 ONE PPG PLACE, SUITE 1700 · PITTSBURGH, PA 152225416 | Recordkeeping | $14,792 |
Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 42-1558009 215 FREMONT STREET, 6TH FLOOR · SAN FRANCISO, CA 94105 | Securities Custodian | $2,448 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,124 | $79,700-52.2% | $153,432-75.2% | $74,546-48.9% |
| Participation rate | 61.3% | 69.8%-8.5pp | 77.1%-15.8pp | 67.2%-5.9pp |
| Annual return | 13.06% | 15.07%-2.0pp | 15.66%-2.6pp | 1366.03%-1353.0pp |
| Employer contribution / active EE | $1,800 | $4,016-55.2% | $5,038-64.3% | $2,624-31.4% |
| Participant deferral / active EE | $2,409 | $5,315-54.7% | $6,757-64.4% | $4,347-44.6% |
| Admin fee / account holder | $334 | $1,790-81.3% | $12,725-97.4% | $1,944-82.8% |