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 |
|---|---|---|
VW ADVISORS, LLC1+ years Service code 26 · EIN 42-1766231 | Advisory (Participants) | $22,732 |
ALLIANCE BENEFIT GROUP1+ years Filed as: ALLIANCE BENEFIT GROUP - NCS Service code 15 · EIN 41-1737003 | Recordkeeping | $7,493 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 42-1558009 | Securities Custodian | $1,977 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $26,067 | $45,283-42.4% | $155,790-83.3% | $52,331-50.2% |
| Participation rate | 61.8% | 62.2%-0.4pp | 76.1%-14.3pp | 68.1%-6.3pp |
| Annual return | -1.86% | 1.80%-3.7pp | 71.54%-73.4pp | 4.54%-6.4pp |
| Employer contribution / active EE | $557 | $1,329-58.1% | $3,836-85.5% | $1,882-70.4% |
| Participant deferral / active EE | $1,618 | $2,854-43.3% | $4,797-66.3% | $3,022-46.4% |
| Admin fee / account holder | $310 | $981-68.4% | $7,478-95.9% | $592-47.7% |