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) | $83,593 |
Filed as: SD ADVANTAGE RET. SOLUTIONS, LP Service code 15 · EIN 47-3764076 ONE PPG PLACE, SUITE 1700 · PITTSBURGH, PA 152225416 | Recordkeeping | $25,239 |
ASPIRE FINANCIAL SERVICES2+ years Filed as: ASPIRE FINANCIAL SERVICES, LLC Service code 15 · EIN 27-1033755 4010 BOY SCOUT BOULEVARD · TAMPA, FL 33607 | Recordkeeping | $5,661 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $27,613 | $37,044-25.5% | $71,796-61.5% | $57,658-52.1% |
| Participation rate | 65.7% | 61.1%+4.5pp | 69.1%-3.5pp | 70.2%-4.6pp |
| Annual return | 25.87% | 12.64%+13.2pp | 78.04%-52.2pp | 5.13%+20.7pp |
| Employer contribution / active EE | $805 | $720+11.7% | $1,924-58.2% | $1,974-59.2% |
| Participant deferral / active EE | $2,962 | $1,974+50.0% | $2,794+6.0% | $3,061-3.2% |
| Admin fee / account holder | $148 | $101+46.4% | $4,815-96.9% | $95+56.3% |