See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
CHERNOFF DIAMOND & CO., LLC1+ years Service code 11 · EIN 11-2836994 | Actuarial | $30,280 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $4,389 |
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 | $51,822 | $52,467-1.2% | $57,179-9.4% | $55,167-6.1% |
| Participation rate | 77.4% | 75.8%+1.5pp | 75.3%+2.0pp | 69.0%+8.4pp |
| Annual return | 9.05% | 7.72%+1.3pp | 14.59%-5.5pp | 169.23%-160.2pp |
| Employer contribution / active EE | $0 | $2,477-100.0% | $2,682-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,243 | $2,830-20.7% | $3,096-27.6% | $3,054-26.6% |
| Admin fee / account holder | $86 | $269-68.1% | $3,139-97.3% | $504-83.0% |