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 |
|---|---|---|
Filed as: SCHNEIDER DOWNS WEALTH MANAGEMENT Service code 27 1133 PENN AVENUE · PITTSBURGH, PA 15222 | Advisory (Plan) | $29,197 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111 | Recordkeeping | $3,978 |
Filed as: SD ADVANTAGE RETIREMENT Service code 13 ONE PPG STE 1700 · PTTSBURGH, PA 15222 | Contract Administrator | $2,920 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,671 | $88,083-51.6% | $164,813-74.1% | $74,495-42.7% |
| Participation rate | 89.1% | 73.0%+16.1pp | 78.6%+10.5pp | 67.2%+21.9pp |
| Annual return | 14.96% | 17.26%-2.3pp | 69.93%-55.0pp | 1364.94%-1350.0pp |
| Employer contribution / active EE | $1,210 | $2,593-53.4% | $4,341-72.1% | $2,623-53.9% |
| Participant deferral / active EE | $1,929 | $4,498-57.1% | $6,031-68.0% | $4,346-55.6% |
| Admin fee / account holder | $29 | $2,234-98.7% | $12,690-99.8% | $1,942-98.5% |