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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $5,006 |
CHERNOFF DIAMOND & CO., LLC5+ years Service code 11 · EIN 11-2836994 | Actuarial | $4,142 |
USI CONSULTING GROUP1 year Service code 11 · EIN 06-1053228 | Actuarial | $3,775 |
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 | $66,182 | $86,332-23.3% | $125,175-47.1% | $65,185+1.5% |
| Participation rate | 100.0% | 75.3%+24.7pp | 79.8%+20.2pp | 70.2%+29.8pp |
| Annual return | 22.45% | 27.43%-5.0pp | 43.79%-21.3pp | 29.38%-6.9pp |
| Employer contribution / active EE | $6,845 | $2,040+235.6% | $3,865+77.1% | $2,177+214.5% |
| Participant deferral / active EE | $3,956 | $3,537+11.8% | $4,937-19.9% | $3,514+12.6% |
| Admin fee / account holder | $39 | $609-93.5% | $9,702-99.6% | $847-95.4% |