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 | $347,927 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $53,807 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $78,903 | $85,635-7.9% | $123,892-36.3% | $63,975+23.3% |
| Participation rate | 86.2% | 74.9%+11.3pp | 81.4%+4.8pp | 71.1%+15.1pp |
| Annual return | 44.45% | 15.74%+28.7pp | 47.52%-3.1pp | 48.65%-4.2pp |
| Employer contribution / active EE | $1,914 | $3,076-37.8% | $4,617-58.5% | $2,182-12.3% |
| Participant deferral / active EE | $6,129 | $5,667+8.2% | $5,984+2.4% | $3,356+82.6% |
| Admin fee / account holder | $51 | $75-31.7% | $8,357-99.4% | $70-27.4% |