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 5-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 |
|---|---|---|
Filed as: SCHNEIDER DOWNS WEALTH MGT ADVISORS Service code 15 · EIN 25-1857157 ONE PPG PLACE, SUITE 1700 · PITTSBURGH, PA 152225416 | Recordkeeping | $10,107 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,676 | $50,815-77.0% | $155,509-92.5% | $77,643-85.0% |
| Participation rate | 23.4% | 63.1%-39.8pp | 78.2%-54.8pp | 70.6%-47.2pp |
| Annual return | 25.46% | 34.80%-9.3pp | 64.67%-39.2pp | 31.24%-5.8pp |
| Employer contribution / active EE | $562 | $1,993-71.8% | $4,672-88.0% | $2,726-79.4% |
| Participant deferral / active EE | $832 | $2,822-70.5% | $5,626-85.2% | $4,647-82.1% |
| Admin fee / account holder | $55 | $437-87.4% | $15,912-99.7% | $430-87.2% |