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 FINANCIAL2 years Service code 26 1221 JOHN Q HAMMONS DRIVE · MADISON, WI 53717 | Advisory (Participants) | $14,466 |
NEWPORT GROUP, INC.2 years Service code 13 · EIN 27-2037969 | Contract Administrator | $9,997 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $52,823 | $25,302+108.8% | $74,701-29.3% | $67,579-21.8% |
| Participation rate | 40.5% | 37.8%+2.6pp | 54.5%-14.0pp | 71.3%-30.8pp |
| Annual return | 23.24% | 10291.17%-10267.9pp | 752.92%-729.7pp | 378.56%-355.3pp |
| Employer contribution / active EE | $850 | $446+90.4% | $1,084-21.6% | $2,148-60.4% |
| Participant deferral / active EE | $1,948 | $954+104.2% | $1,964-0.8% | $3,539-45.0% |
| Admin fee / account holder | $184 | $108+71.3% | $3,333-94.5% | $142+29.6% |