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 LLC8 years Service code 27 · EIN 61-1337517 | Advisory (Plan) | $19,258 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST BANK Service code 18 · EIN 82-3967259 | Custodial (securities); Custodial (ot... | $3,260 |
CHARLES SCHWAB & CO., INC.8 years Service code 33 · EIN 94-1737782 | Investment management fees paid indir... | $1 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $3,299,877-100.0% | $343,293-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 2.3%-2.3pp | 0.0%0pp | 2.3%-2.3pp |
| Annual return | 12.40% | 37.74%-25.3pp | 16.84%-4.4pp | 37.74%-25.3pp |
| Employer contribution / active EE | $1,251 | $15,781-92.1% | $26,505-95.3% | $15,781-92.1% |
| Participant deferral / active EE | $0 | $732-100.0% | $8-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | - | $9,287-100.0% |