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 |
|---|---|---|
USI CONSULTING GROUP1 year Service code 11 · EIN 06-1053228 | Actuarial | $16,355 |
CHERNOFF DIAMOND & CO., LLC5+ years Filed as: CHERNOFF DIAMOND & CO., LCC Service code 11 | Actuarial | $5,234 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $4,625 |
CHERNOFF DIAMOND & CO., LLC5+ years Service code 11 · EIN 11-2836994 | Actuarial | $1,025 |
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 | $82,354 | $62,928+30.9% | $172,739-52.3% | $67,579+21.9% |
| Participation rate | 78.5% | 64.5%+14.0pp | 82.6%-4.2pp | 71.3%+7.2pp |
| Annual return | 23.14% | 30.36%-7.2pp | 802.84%-779.7pp | 378.56%-355.4pp |
| Employer contribution / active EE | $4,633 | $1,636+183.2% | $5,143-9.9% | $2,148+115.7% |
| Participant deferral / active EE | $2,522 | $2,145+17.6% | $5,198-51.5% | $3,539-28.7% |
| Admin fee / account holder | $12 | $167-93.0% | $13,954-99.9% | $142-91.8% |