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 | $20,554 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $5,158 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $60,153 | $57,384+4.8% | $106,387-43.5% | $56,287+6.9% |
| Participation rate | 61.6% | 71.3%-9.8pp | 77.5%-15.9pp | 69.9%-8.3pp |
| Annual return | -5.67% | 5.91%-11.6pp | 0.25%-5.9pp | -9.96%+4.3pp |
| Employer contribution / active EE | $1,365 | $2,348-41.9% | $3,520-61.2% | $2,111-35.4% |
| Participant deferral / active EE | $3,851 | $3,799+1.4% | $5,421-29.0% | $3,350+15.0% |
| Admin fee / account holder | $36 | $566-93.6% | $7,510-99.5% | $521-93.1% |