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 | $24,021 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $6,542 |
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 | $79,574 | $66,302+20.0% | $110,238-27.8% | $56,287+41.4% |
| Participation rate | 100.0% | 74.9%+25.1pp | 79.8%+20.2pp | 69.9%+30.1pp |
| Annual return | -4.51% | -1.18%-3.3pp | 314.74%-319.2pp | -9.96%+5.4pp |
| Employer contribution / active EE | $4,951 | $2,047+141.8% | $3,826+29.4% | $2,111+134.5% |
| Participant deferral / active EE | $3,921 | $3,381+16.0% | $4,672-16.1% | $3,350+17.1% |
| Admin fee / account holder | $27 | $698-96.2% | $8,547-99.7% | $521-94.8% |