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 6-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 |
|---|---|---|
Filed as: CHARTER WEALTH MANAGEMENT Service code 15 · EIN 45-4433073 | Recordkeeping | $9,621 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $9,050 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,119 | $55,472-83.6% | $155,567-94.1% | $74,546-87.8% |
| Participation rate | 88.5% | 61.9%+26.6pp | 78.2%+10.3pp | 67.2%+21.3pp |
| Annual return | 12.94% | 268.72%-255.8pp | 64.74%-51.8pp | 1366.03%-1353.1pp |
| Employer contribution / active EE | $2,049 | $2,269-9.7% | $4,674-56.2% | $2,624-21.9% |
| Participant deferral / active EE | $4,320 | $2,838+52.2% | $5,628-23.2% | $4,347-0.6% |
| Admin fee / account holder | $62 | $1,743-96.4% | $15,916-99.6% | $1,944-96.8% |