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.3+ years Filed as: SCHNEIDER DOWNS WEALTH MGMT ADV. Service code 26 · EIN 25-1857157 ONE PPG PLACE, SUITE 1700 · PITTSBURGH, PA 152225416 | Advisory (Participants) | $45,225 |
Filed as: SD ADVANTAGE RETIREMENT SOLUTIONS Service code 15 · EIN 47-3764076 ONE PPG PLACE, SUITE 1700 · PITTSBURGH, PA 152225416 | Recordkeeping | $12,258 |
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 | $76,986 | $58,726+31.1% | $92,233-16.5% | $62,292+23.6% |
| Participation rate | 82.2% | 68.3%+13.9pp | 76.5%+5.8pp | 69.5%+12.7pp |
| Annual return | 18.86% | 43.62%-24.8pp | 176.28%-157.4pp | 28.90%-10.0pp |
| Employer contribution / active EE | $5,395 | $2,392+125.6% | $3,679+46.6% | $2,042+164.2% |
| Participant deferral / active EE | $4,228 | $2,766+52.9% | $3,897+8.5% | $3,169+33.4% |
| Admin fee / account holder | $402 | $556-27.8% | $5,194-92.3% | $479-16.1% |