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 | $13,009 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $4,069 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $56,255 | $71,192-21.0% | $117,854-52.3% | $62,292-9.7% |
| Participation rate | 90.8% | 74.2%+16.6pp | 79.7%+11.2pp | 69.5%+21.3pp |
| Annual return | 16.13% | 18.66%-2.5pp | 335.08%-319.0pp | 28.90%-12.8pp |
| Employer contribution / active EE | $3,602 | $1,934+86.3% | $3,786-4.9% | $2,042+76.4% |
| Participant deferral / active EE | $2,342 | $3,189-26.6% | $4,482-47.7% | $3,169-26.1% |
| Admin fee / account holder | $27 | $587-95.5% | $8,020-99.7% | $479-94.5% |