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 Filed as: CHERNOFF DIAMOND & CO., LCC Service code 11 | Actuarial | $21,189 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $6,187 |
CHERNOFF DIAMOND & CO., LLC4+ years Service code 11 · EIN 11-2836994 | Actuarial | $2,529 |
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 | $73,704 | $47,977+53.6% | $154,107-52.2% | $56,287+30.9% |
| Participation rate | 91.5% | 66.2%+25.3pp | 83.0%+8.4pp | 69.9%+21.6pp |
| Annual return | -6.16% | 3.54%-9.7pp | 735.12%-741.3pp | -9.96%+3.8pp |
| Employer contribution / active EE | $4,799 | $2,169+121.3% | $5,298-9.4% | $2,111+127.3% |
| Participant deferral / active EE | $3,266 | $2,392+36.6% | $5,081-35.7% | $3,350-2.5% |
| Admin fee / account holder | $10 | $438-97.7% | $13,411-99.9% | $521-98.1% |