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 | $37,645 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $5,550 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $14,132 | $74,024-80.9% | $77,999-81.9% | $57,658-75.5% |
| Participation rate | 62.4% | 79.7%-17.4pp | 75.5%-13.2pp | 70.2%-7.9pp |
| Annual return | 25.12% | 12.14%+13.0pp | 425.96%-400.8pp | 5.13%+20.0pp |
| Employer contribution / active EE | $1,507 | $2,365-36.3% | $2,470-39.0% | $1,974-23.7% |
| Participant deferral / active EE | $2,842 | $3,533-19.6% | $3,497-18.7% | $3,061-7.1% |
| Admin fee / account holder | $17 | $93-82.3% | $5,480-99.7% | $95-82.5% |