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 |
|---|---|---|
SVA PLUMB FINANCIAL1+ years Filed as: SVA PLUMB WEALTH MANAGEMENT, LLC Service code 28 · EIN 27-4605583 | Investment Management | $12,867 |
ALLIANCE BENEFIT GROUP1+ years Service code 15 · EIN 37-0899315 | Recordkeeping | $11,278 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $2,492 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO, INC Service code 52 · EIN 94-1737782 | Indirect Investment Fees | $0 |
CHARLES SCHWAB & CO., INC.1+ years Service code 59 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $35,878 | $43,550-17.6% | $63,517-43.5% | $52,331-31.4% |
| Participation rate | 36.9% | 65.7%-28.8pp | 71.0%-34.1pp | 68.1%-31.2pp |
| Annual return | -2.06% | 2.03%-4.1pp | -70.30%+68.2pp | 4.54%-6.6pp |
| Employer contribution / active EE | $695 | $1,351-48.6% | $2,322-70.1% | $1,882-63.1% |
| Participant deferral / active EE | $1,904 | $2,254-15.5% | $2,953-35.5% | $3,022-37.0% |
| Admin fee / account holder | $143 | $387-63.0% | $5,892-97.6% | $592-75.8% |