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., LLC2+ years Service code 11 · EIN 11-2836994 | Actuarial | $32,240 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $3,990 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $41,430 | $51,244-19.2% | $80,975-48.8% | $55,167-24.9% |
| Participation rate | 69.6% | 71.7%-2.1pp | 75.8%-6.2pp | 69.0%+0.6pp |
| Annual return | 8.03% | 17.39%-9.4pp | 17.10%-9.1pp | 169.23%-161.2pp |
| Employer contribution / active EE | $341 | $1,770-80.8% | $3,714-90.8% | $1,963-82.6% |
| Participant deferral / active EE | $3,765 | $4,418-14.8% | $5,696-33.9% | $3,054+23.3% |
| Admin fee / account holder | $103 | $398-74.2% | $5,516-98.1% | $504-79.6% |