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 15222 | Advisory (Participants) | $28,978 |
ASPIRE FINANCIAL SERVICES1+ years Filed as: ASPIRE FINANCIAL SERVICES, LLC Service code 15 · EIN 27-1033755 4010 BOY SCOUT BOULEVARD · TAMPA, FL 33607 | Recordkeeping | $5,532 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $41,024 | $52,467-21.8% | $57,179-28.3% | $55,167-25.6% |
| Participation rate | 84.5% | 75.8%+8.6pp | 75.3%+9.1pp | 69.0%+15.5pp |
| Annual return | -0.29% | 7.72%-8.0pp | 14.59%-14.9pp | 169.23%-169.5pp |
| Employer contribution / active EE | $2,778 | $2,477+12.1% | $2,682+3.6% | $1,963+41.5% |
| Participant deferral / active EE | $3,023 | $2,830+6.8% | $3,096-2.3% | $3,054-1.0% |
| Admin fee / account holder | $161 | $269-40.2% | $3,139-94.9% | $504-68.1% |