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 152225416 | Advisory (Participants) | $92,966 |
Filed as: SD ADVANTAGE RET. SOLUTIONS, LP Service code 15 · EIN 47-3764076 ONE PPG PLACE, SUITE 1700 · PITTSBURGH, PA 152225416 | Recordkeeping | $17,999 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $38,659 | $37,044+4.4% | $71,796-46.2% | $57,658-33.0% |
| Participation rate | 62.3% | 61.1%+1.2pp | 69.1%-6.8pp | 70.2%-7.9pp |
| Annual return | -19.35% | 12.64%-32.0pp | 78.04%-97.4pp | 5.13%-24.5pp |
| Employer contribution / active EE | $368 | $720-48.9% | $1,924-80.9% | $1,974-81.3% |
| Participant deferral / active EE | $3,739 | $1,974+89.4% | $2,794+33.8% | $3,061+22.2% |
| Admin fee / account holder | $278 | $101+175.8% | $4,815-94.2% | $95+194.5% |