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 |
|---|---|---|
Filed as: SCHNEIDER DOWNS WEALTH MGMT. ADV. Service code 26 · EIN 25-1857157 ONE PPG PLACE, SUITE 1700 · PITTSBURGH, PA 15222 | Advisory (Participants) | $7,186 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,225 | $82,664-28.4% | $125,339-52.7% | $68,494-13.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -21.21% | -5.97%-15.2pp | 572.05%-593.3pp | -7.84%-13.4pp |
| Employer contribution / active EE | $2,853 | $3,381-15.6% | $4,814-40.7% | $2,596+9.9% |
| Participant deferral / active EE | $11,355 | $6,110+85.8% | $7,446+52.5% | $4,027+181.9% |
| Admin fee / account holder | $122 | $6,275-98.1% | $10,010-98.8% | $5,403-97.7% |