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.5+ years Filed as: SCHNEIDER DOWNS WEALTH MGMT ADV. Service code 26 · EIN 25-1857157 ONE PPG PLACE, SUITE 1700 · PITTSBURGH, PA 152225416 | Advisory (Participants) | $15,717 |
Filed as: SD ADVANTAGE RET. SOLUTIONS, LP Service code 15 · EIN 47-3764076 ONE PPG PLACE, SUITE 1700 · PITTSBURGH, PA 152225416 | Recordkeeping | $8,015 |
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 | $31,156 | $80,530-61.3% | $90,281-65.5% | - |
| Participation rate | 88.9% | 58.0%+30.9pp | 73.3%+15.6pp | - |
| Annual return | 20.18% | 36.03%-15.9pp | 78.10%-57.9pp | - |
| Employer contribution / active EE | $1,447 | $1,117+29.5% | $2,854-49.3% | - |
| Participant deferral / active EE | $2,908 | $2,324+25.1% | $3,885-25.2% | - |
| Admin fee / account holder | $218 | $3,788-94.2% | $5,351-95.9% | - |