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.4+ years Filed as: SCHNEIDER DOWNS WEALTH MGMT ADV. Service code 26 · EIN 25-1857157 ONE PPG PLACE, SUITE 1700 · PITTSBURGH, PA 152225416 | Advisory (Participants) | $14,279 |
Filed as: SD ADVANTAGE RET. SOLUTIONS, LP Service code 15 · EIN 47-3764076 ONE PPG PLACE, SUITE 1700 · PITTSBURGH, PA 152225416 | Recordkeeping | $7,682 |
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 | $25,128 | $49,177-48.9% | $79,464-68.4% | $64,186-60.9% |
| Participation rate | 85.9% | 65.0%+20.8pp | 73.3%+12.5pp | 69.6%+16.3pp |
| Annual return | -5.55% | -1.16%-4.4pp | 718.14%-723.7pp | 7.63%-13.2pp |
| Employer contribution / active EE | $1,343 | $2,076-35.3% | $2,800-52.1% | $2,381-43.6% |
| Participant deferral / active EE | $2,973 | $2,821+5.4% | $3,704-19.7% | $3,470-14.3% |
| Admin fee / account holder | $216 | $3,839-94.4% | $5,113-95.8% | $4,888-95.6% |