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 | $60,944 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $13,502 |
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 | $111,847 | $37,117+201.3% | $147,614-24.2% | $55,191+102.7% |
| Participation rate | 95.8% | 63.6%+32.2pp | 84.6%+11.2pp | 69.2%+26.7pp |
| Annual return | 687.16% | 3.44%+683.7pp | 61.98%+625.2pp | 10.78%+676.4pp |
| Employer contribution / active EE | $3,751 | $1,620+131.5% | $5,564-32.6% | $1,899+97.5% |
| Participant deferral / active EE | $3,520 | $1,985+77.3% | $4,895-28.1% | $3,046+15.6% |
| Admin fee / account holder | $29 | $86-66.6% | $11,611-99.8% | $91-68.6% |