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 Filed as: CHERNOFF DIAMOND & CO., LCC Service code 15 | Recordkeeping | $19,568 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 42-1558009 | Securities Custodian | $5,342 |
CHERNOFF DIAMOND & CO., LLC1+ years Service code 15 · EIN 11-2836994 | Recordkeeping | $2,746 |
CHARLES SCHWAB & CO., INC.1+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $64,065 | $46,360+38.2% | $147,614-56.6% | $52,331+22.4% |
| Participation rate | 94.6% | 64.9%+29.7pp | 84.6%+10.0pp | 68.1%+26.5pp |
| Annual return | -2.65% | 1.62%-4.3pp | 61.98%-64.6pp | 4.54%-7.2pp |
| Employer contribution / active EE | $5,412 | $2,126+154.5% | $5,564-2.7% | $1,882+187.6% |
| Participant deferral / active EE | $3,573 | $2,258+58.3% | $4,895-27.0% | $3,022+18.2% |
| Admin fee / account holder | $13 | $766-98.3% | $11,611-99.9% | $592-97.7% |