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.1+ years Filed as: SCHNEIDER DOWNS WEALTH MGMT ADV. Service code 26 · EIN 25-1857157 ONE PPG PLACE, SUITE 1700 · PITTSBURGH, PA 152225416 | Advisory (Participants) | $72,400 |
ASPIRE FINANCIAL SERVICES1+ years Filed as: ASPIRE FINANCIAL SERVICES, LLC Service code 15 · EIN 27-1033755 4010 BOY SCOUT BOULEVARD · TAMPA, FL 33607 | Recordkeeping | $28,644 |
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 | $24,887 | $33,745-26.3% | $64,105-61.2% | $55,191-54.9% |
| Participation rate | 60.4% | 59.4%+1.1pp | 68.2%-7.7pp | 69.2%-8.7pp |
| Annual return | 2.01% | 4.95%-2.9pp | 791.24%-789.2pp | 10.78%-8.8pp |
| Employer contribution / active EE | $751 | $641+17.2% | $1,820-58.7% | $1,899-60.4% |
| Participant deferral / active EE | $2,657 | $1,929+37.7% | $2,822-5.8% | $3,046-12.8% |
| Admin fee / account holder | $155 | $94+64.3% | $4,499-96.6% | $91+70.7% |