See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| 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) | $31,450 |
ASPIRE FINANCIAL SERVICES1+ years Filed as: ASPIRE FINANCIAL SERVICES, LLC Service code 15 · EIN 27-1033755 4010 BOY SCOUT BOULEVARD · TAMPA, FL 33607 | Recordkeeping | $7,030 |
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 | $62,007 | $50,464+22.9% | $75,781-18.2% | $52,331+18.5% |
| Participation rate | 75.0% | 66.8%+8.2pp | 75.8%-0.8pp | 68.1%+6.9pp |
| Annual return | 1.09% | 1.03%+0.1pp | 9.68%-8.6pp | 4.54%-3.5pp |
| Employer contribution / active EE | $5,114 | $1,988+157.2% | $3,323+53.9% | $1,882+171.8% |
| Participant deferral / active EE | $3,466 | $2,570+34.9% | $3,651-5.1% | $3,022+14.7% |
| Admin fee / account holder | $352 | $1,103-68.1% | $5,299-93.4% | $592-40.5% |