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 |
|---|---|---|
Service code 13 · EIN 59-3092339 | Contract Administrator | $12,884 |
Filed as: CHARTER WEALTH MANAGEMENT Service code 26 · EIN 23-2383285 | Advisory (Participants) | $10,000 |
TD AMERITRADE, INC.1 year Filed as: TD AMERITRADE TRUST COMPANY Service code 19 · EIN 20-0937408 | Securities Custodian | $42 |
TD AMERITRADE, INC.1 year Filed as: TD AMERITRADE TRUST CO 20-0937408 Service code 19 | Securities Custodian | $0 |
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 | $53,399 | $47,977+11.3% | $154,107-65.3% | $56,287-5.1% |
| Participation rate | 95.4% | 66.2%+29.3pp | 83.0%+12.4pp | 69.9%+25.6pp |
| Annual return | -5.79% | 3.54%-9.3pp | 735.12%-740.9pp | -9.96%+4.2pp |
| Employer contribution / active EE | $4,045 | $2,169+86.5% | $5,298-23.6% | $2,111+91.6% |
| Participant deferral / active EE | $6,578 | $2,392+175.0% | $5,081+29.5% | $3,350+96.4% |
| Admin fee / account holder | $154 | $438-64.8% | $13,411-98.9% | $521-70.4% |