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) | $247,550 |
Service code 15 · EIN 47-3764076 ONE PPG PLACE, SUITE 1700 · PITTSBURGH, PA 152225416 | Recordkeeping | $81,673 |
CHARLES SCHWAB & CO., INC.7 years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 42-1558009 215 FREMONT STREET, 6TH FLOOR · SAN FRANCISCO, CA 94105 | Securities Custodian | $16,870 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $29,486 | $48,698-39.5% | $93,606-68.5% | $199,593-85.2% |
| Participation rate | 69.1% | 63.5%+5.5pp | 68.7%+0.3pp | 72.0%-2.9pp |
| Annual return | 12.58% | 15.34%-2.8pp | 133.20%-120.6pp | 34.25%-21.7pp |
| Employer contribution / active EE | $1,030 | $1,135-9.3% | $2,420-57.4% | $3,034-66.1% |
| Participant deferral / active EE | $3,698 | $2,817+31.3% | $4,411-16.2% | $5,087-27.3% |
| Admin fee / account holder | $171 | $195-12.4% | $8,285-97.9% | $269-36.4% |