See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
CHERNOFF DIAMOND & CO., LLC3+ years Service code 11 · EIN 11-2836994 | Actuarial | $19,992 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $5,598 |
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 | $84,670 | $71,192+18.9% | $117,854-28.2% | $62,292+35.9% |
| Participation rate | 97.7% | 74.2%+23.5pp | 79.7%+18.1pp | 69.5%+28.2pp |
| Annual return | 17.27% | 18.66%-1.4pp | 335.08%-317.8pp | 28.90%-11.6pp |
| Employer contribution / active EE | $4,909 | $1,934+153.9% | $3,786+29.7% | $2,042+140.4% |
| Participant deferral / active EE | $3,748 | $3,189+17.5% | $4,482-16.4% | $3,169+18.3% |
| Admin fee / account holder | $22 | $587-96.3% | $8,020-99.7% | $479-95.4% |