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., LLC1+ years Service code 15 · EIN 11-2836994 | Recordkeeping | $20,002 |
CHARLES SCHWAB & CO., INC.1+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $3,559 |
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 | $59,028 | $57,108+3.4% | $94,224-37.4% | $52,331+12.8% |
| Participation rate | 67.0% | 72.9%-6.0pp | 78.8%-11.8pp | 68.1%-1.1pp |
| Annual return | -0.93% | 1.47%-2.4pp | 10.68%-11.6pp | 4.54%-5.5pp |
| Employer contribution / active EE | $1,094 | $1,735-36.9% | $3,587-69.5% | $1,882-41.9% |
| Participant deferral / active EE | $2,251 | $3,040-25.9% | $4,320-47.9% | $3,022-25.5% |
| Admin fee / account holder | $51 | $546-90.7% | $6,269-99.2% | $592-91.4% |