See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
SVA PLUMB FINANCIAL4 years Service code 26 1221 JOHN Q HAMMONS DRIVE · MADISON, WI 53717 | Advisory (Participants) | $25,581 |
NEWPORT GROUP, INC.4 years Service code 12 · EIN 27-2037969 | Recordkeeping and information managem... | $7,924 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,753 | $39,286+92.8% | $80,716-6.1% | $79,386-4.6% |
| Participation rate | 40.2% | 41.0%-0.7pp | 54.2%-14.0pp | 70.7%-30.5pp |
| Annual return | 17.35% | 98.95%-81.6pp | 87.28%-69.9pp | 116.85%-99.5pp |
| Employer contribution / active EE | $906 | $594+52.5% | $1,160-21.9% | $2,427-62.7% |
| Participant deferral / active EE | $2,354 | $1,264+86.3% | $2,146+9.7% | $4,046-41.8% |
| Admin fee / account holder | $246 | $647-61.9% | $3,380-92.7% | $626-60.7% |