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 |
|---|---|---|
SCHNITMAN & ASSOCIATES INC3+ years Filed as: SCHNITMAN & ASSOCIATES, INC Service code 64 · EIN 75-1983809 | Recordkeeping Fees | $0 |
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 | $66,211 | $43,411+52.5% | $94,993-30.3% | $69,631-4.9% |
| Participation rate | 79.0% | 64.4%+14.5pp | 73.9%+5.1pp | 70.7%+8.3pp |
| Annual return | 15.47% | 22.54%-7.1pp | 27.12%-11.6pp | 27571.02%-27555.6pp |
| Employer contribution / active EE | $4,837 | $1,202+302.4% | $2,603+85.8% | $2,032+138.0% |
| Participant deferral / active EE | $5,075 | $2,384+112.8% | $3,317+53.0% | $3,224+57.4% |
| Admin fee / account holder | $37 | $87-57.4% | $4,960-99.3% | $110-66.3% |