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.1+ years Filed as: SCHNEIDER DOWNS WEALTH MGMT ADV. Service code 26 · EIN 25-1857157 ONE PPG PLACE, SUITE 1700 · PITTSBURGH, PA 152225416 | Advisory (Participants) | $32,347 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,617 | $65,703+28.8% | $94,224-10.2% | $59,632+41.9% |
| Participation rate | 91.8% | 72.1%+19.7pp | 78.8%+13.1pp | 68.7%+23.2pp |
| Annual return | 0.33% | 5.22%-4.9pp | 10.68%-10.4pp | 2041.28%-2041.0pp |
| Employer contribution / active EE | $261 | $2,021-87.1% | $3,587-92.7% | $2,203-88.1% |
| Participant deferral / active EE | $1,230 | $3,143-60.9% | $4,320-71.5% | $3,192-61.5% |
| Admin fee / account holder | $306 | $4,264-92.8% | $6,269-95.1% | $4,297-92.9% |