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.3+ years Filed as: SCHNEIDER DOWNS WEALTH MGMT ADV. Service code 26 · EIN 25-1857157 ONE PPG PLACE, SUITE 1700 · PITTSBURGH, PA 152225416 | Advisory (Participants) | $14,260 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $36,674 | $51,466-28.7% | $78,778-53.4% | $62,292-41.1% |
| Participation rate | 42.0% | 59.8%-17.8pp | 69.2%-27.2pp | 69.5%-27.5pp |
| Annual return | 16.45% | 19.96%-3.5pp | 35.62%-19.2pp | 28.90%-12.4pp |
| Employer contribution / active EE | $320 | $827-61.4% | $1,986-83.9% | $2,042-84.3% |
| Participant deferral / active EE | $2,390 | $2,147+11.3% | $2,958-19.2% | $3,169-24.6% |
| Admin fee / account holder | $228 | $489-53.3% | $5,134-95.5% | $479-52.3% |