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 LLC9 years Service code 27 · EIN 61-1337517 | Advisory (Plan) | $22,690 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST BANK Service code 18 · EIN 82-3967259 | Custodial (other than securities); Cu... | $3,740 |
CHARLES SCHWAB & CO., INC.9 years Service code 33 · EIN 94-1737782 | Investment management fees paid indir... | $75 |
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $6,886-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 11.1%-11.1pp | 0.0%0pp |
| Annual return | 10.82% | 8.76%+2.1pp | 7.14%+3.7pp | 8.76%+2.1pp |
| Employer contribution / active EE | $0 | $16,627-100.0% | $20,022-100.0% | $16,627-100.0% |
| Participant deferral / active EE | $0 | $888-100.0% | $31-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | $5-100.0% | - |