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 |
|---|---|---|
CHERNOFF DIAMOND & CO., LLC3+ years Service code 11 · EIN 11-2836994 | Actuarial | $42,687 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $7,464 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $133,453 | $64,909+105.6% | $82,313+62.1% | $62,292+114.2% |
| Participation rate | 66.0% | 74.9%-8.9pp | 76.9%-10.9pp | 69.5%-3.5pp |
| Annual return | 18.38% | 21.18%-2.8pp | 25.88%-7.5pp | 28.90%-10.5pp |
| Employer contribution / active EE | $691 | $1,676-58.7% | $2,428-71.5% | $2,042-66.1% |
| Participant deferral / active EE | $6,538 | $3,103+110.7% | $3,706+76.4% | $3,169+106.3% |
| Admin fee / account holder | $133 | $440-69.8% | $5,608-97.6% | $479-72.3% |