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 FINANCIAL4+ years Filed as: SVA PLUMB WEALTH MANAGEMENT, LLC Service code 28 · EIN 27-4605583 | Investment Management | $34,511 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 | Securities Custodian | $5,435 |
ALLIANCE BENEFIT GROUP4+ years Service code 15 · EIN 37-0899315 | Recordkeeping | $3,050 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB & CO, INC Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $48,513 | $79,523-39.0% | $140,016-65.4% | $56,287-13.8% |
| Participation rate | 82.0% | 85.7%-3.7pp | 87.5%-5.5pp | 69.9%+12.1pp |
| Annual return | -4.49% | 2.39%-6.9pp | 651.12%-655.6pp | -9.96%+5.5pp |
| Employer contribution / active EE | $1,684 | $3,350-49.7% | $5,606-70.0% | $2,111-20.2% |
| Participant deferral / active EE | $3,193 | $5,129-37.7% | $6,927-53.9% | $3,350-4.7% |
| Admin fee / account holder | $189 | $614-69.3% | $10,705-98.2% | $521-63.8% |