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., LLC3+ years Service code 11 · EIN 11-2836994 | Actuarial | $24,182 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $4,256 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $62,126 | $64,954-4.4% | $115,752-46.3% | $62,292-0.3% |
| Participation rate | 63.7% | 73.0%-9.3pp | 77.8%-14.0pp | 69.5%-5.8pp |
| Annual return | 26.87% | 24.87%+2.0pp | 19.41%+7.5pp | 28.90%-2.0pp |
| Employer contribution / active EE | $1,166 | $2,344-50.3% | $3,492-66.6% | $2,042-42.9% |
| Participant deferral / active EE | $3,543 | $3,665-3.3% | $5,204-31.9% | $3,169+11.8% |
| Admin fee / account holder | $88 | $414-78.7% | $6,278-98.6% | $479-81.6% |