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.2 years Filed as: SCHNEIDER DOWNS WEALTH MGMT. ADV. Service code 26 · EIN 25-1857157 ONE PPG PLACE, SUITE 1700 · PITTSBURGH, PA 15222 | Advisory (Participants) | $7,290 |
Service code 15 · EIN 47-3764076 ONE PPG PLACE, SUITE 1700 · PITTSBURGH, PA 152225416 | Recordkeeping | $6,057 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,597 | $93,571-10.7% | $135,903-38.5% | $75,163+11.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 29.93% | 30.90%-1.0pp | 68.23%-38.3pp | 160.62%-130.7pp |
| Employer contribution / active EE | $3,192 | $3,537-9.7% | $4,856-34.3% | $2,670+19.6% |
| Participant deferral / active EE | $13,230 | $6,404+106.6% | $7,758+70.5% | $4,125+220.7% |
| Admin fee / account holder | $149 | $6,975-97.9% | $10,762-98.6% | $5,651-97.4% |