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) | $107,214 |
Filed as: SD ADVANTAGE RET. SOLUTIONS, LP Service code 15 · EIN 47-3764076 ONE PPG PLACE, SUITE 1700 · PITTSBURGH, PA 152225416 | Recordkeeping | $50,503 |
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 | $32,307 | $48,064-32.8% | $78,778-59.0% | $69,631-53.6% |
| Participation rate | 64.0% | 61.6%+2.4pp | 69.2%-5.2pp | 70.7%-6.7pp |
| Annual return | 16.69% | 21.81%-5.1pp | 35.62%-18.9pp | 27571.02%-27554.3pp |
| Employer contribution / active EE | $831 | $744+11.7% | $1,986-58.2% | $2,032-59.1% |
| Participant deferral / active EE | $3,152 | $2,079+51.6% | $2,958+6.6% | $3,224-2.2% |
| Admin fee / account holder | $201 | $152+32.1% | $5,134-96.1% | $110+81.8% |