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 |
|---|---|---|
Filed as: CHARTER WEALTH MANAGEMENT Service code 26 · EIN 45-4433073 | Advisory (Participants) | $20,000 |
Filed as: AMERITAS Service code 12 · EIN 47-0098400 | Claims processing; Account maintenanc... | $16,099 |
Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $4,319 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 | Securities Custodian | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,607 | $73,867+34.8% | $143,757-30.7% | $68,494+45.4% |
| Participation rate | 97.6% | 66.7%+30.9pp | 80.3%+17.3pp | 67.9%+29.7pp |
| Annual return | -15.82% | 1.01%-16.8pp | -0.04%-15.8pp | -7.84%-8.0pp |
| Employer contribution / active EE | $6,159 | $3,184+93.4% | $4,951+24.4% | $2,596+137.2% |
| Participant deferral / active EE | $11,525 | $3,384+240.5% | $5,637+104.5% | $4,027+186.2% |
| Admin fee / account holder | $248 | $5,755-95.7% | $14,673-98.3% | $5,403-95.4% |