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 FINANCIAL3+ years Filed as: SVA PLUMB WEALTH MANAGEMENT, LLC Service code 28 · EIN 27-4605583 | Investment Management | $31,518 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 42-1558009 | Securities Custodian | $5,007 |
ALLIANCE BENEFIT GROUP3+ years Service code 15 · EIN 37-0899315 | Recordkeeping | $2,550 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO, INC Service code 59 | Shareholder Servicing | $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 | $54,161 | $89,739-39.6% | $149,718-63.8% | $62,292-13.1% |
| Participation rate | 80.2% | 85.1%-4.9pp | 87.1%-6.8pp | 69.5%+10.7pp |
| Annual return | 19.49% | 21.01%-1.5pp | 1501.63%-1482.1pp | 28.90%-9.4pp |
| Employer contribution / active EE | $1,696 | $3,233-47.5% | $5,445-68.9% | $2,042-17.0% |
| Participant deferral / active EE | $3,172 | $4,797-33.9% | $6,569-51.7% | $3,169+0.1% |
| Admin fee / account holder | $189 | $551-65.7% | $11,283-98.3% | $479-60.5% |