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 |
|---|---|---|
PARTHENON LLC4 years Service code 27 · EIN 61-1337517 | Advisory (Plan) | $9,906 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB BANK Service code 18 · EIN 42-1558009 | Custodial (securities); Custodial (ot... | $2,188 |
CHARLES SCHWAB & CO., INC.4 years Service code 33 · EIN 94-1737782 | Securities brokerage; Investment mana... | $199 |
See 1 actuary disclosure. $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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $0 | $46,244-100.0% | $157,433-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 2.8%-2.8pp | 16.7%-16.7pp | 2.8%-2.8pp |
| Annual return | 17.00% | 16.32%+0.7pp | 10.27%+6.7pp | 16.32%+0.7pp |
| Employer contribution / active EE | $2,198 | $17,007-87.1% | $19,104-88.5% | $17,007-87.1% |
| Participant deferral / active EE | $0 | $406-100.0% | $15-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $12,160-100.0% | $127-100.0% |