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., LLC4+ years Service code 11 · EIN 11-2836994 | Actuarial | $47,312 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $8,278 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $120,960 | $59,186+104.4% | $76,768+57.6% | $56,287+114.9% |
| Participation rate | 65.2% | 75.2%-10.0pp | 77.0%-11.7pp | 69.9%-4.6pp |
| Annual return | -5.79% | 6.62%-12.4pp | 2.43%-8.2pp | -9.96%+4.2pp |
| Employer contribution / active EE | $708 | $1,759-59.8% | $2,485-71.5% | $2,111-66.5% |
| Participant deferral / active EE | $6,380 | $3,255+96.0% | $3,852+65.6% | $3,350+90.5% |
| Admin fee / account holder | $137 | $489-72.1% | $6,675-98.0% | $521-73.8% |