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.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) | $33,629 |
Filed as: SD ADVANTAGE RET. SERV. LP Service code 15 · EIN 47-3764076 ONE PPG PLACE, SUITE 1700 · PITTSBURGH, PA 15222 | Recordkeeping | $11,217 |
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 | $46,738 | $57,976-19.4% | $62,995-25.8% | $62,292-25.0% |
| Participation rate | 90.2% | 75.9%+14.2pp | 74.8%+15.4pp | 69.5%+20.7pp |
| Annual return | 12.38% | 17.54%-5.2pp | 87.57%-75.2pp | 28.90%-16.5pp |
| Employer contribution / active EE | $3,012 | $2,415+24.7% | $2,759+9.2% | $2,042+47.5% |
| Participant deferral / active EE | $3,188 | $2,956+7.8% | $3,329-4.3% | $3,169+0.6% |
| Admin fee / account holder | $205 | $276-25.7% | $3,600-94.3% | $479-57.3% |