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 LLC7 years Service code 27 · EIN 61-1337517 | Advisory (Plan) | $17,485 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 18 · EIN 82-3967259 | Custodial (securities); Custodial (ot... | $3,152 |
CHARLES SCHWAB & CO., INC.7 years Service code 33 · EIN 94-1737782 | Securities brokerage; Investment mana... | $32 |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $46,984-100.0% | $344,859-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 5.6%-5.6pp | 23.5%-23.5pp | 5.6%-5.6pp |
| Annual return | -10.15% | 39.77%-49.9pp | -8.02%-2.1pp | 39.77%-49.9pp |
| Employer contribution / active EE | $2,384 | $19,959-88.1% | $29,748-92.0% | $19,959-88.1% |
| Participant deferral / active EE | $0 | $614-100.0% | $13-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $388-100.0% | $62-100.0% |