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 | $78,355 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $19,443 |
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 | $86,319 | $37,196+132.1% | $154,107-44.0% | $55,725+54.9% |
| Participation rate | 98.8% | 64.1%+34.7pp | 83.0%+15.8pp | 70.9%+28.0pp |
| Annual return | -5.66% | 1319.68%-1325.3pp | 735.12%-740.8pp | 244.93%-250.6pp |
| Employer contribution / active EE | $2,683 | $1,614+66.2% | $5,298-49.3% | $2,078+29.1% |
| Participant deferral / active EE | $3,166 | $2,068+53.1% | $5,081-37.7% | $3,356-5.7% |
| Admin fee / account holder | $20 | $102-80.5% | $13,411-99.9% | $115-82.8% |