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 |
Service code 12 · EIN 47-0098400 | Participant communication; Claims pro... | $15,984 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $4,176 |
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 | $111,145 | $77,899+42.7% | $149,673-25.7% | $75,163+47.9% |
| Participation rate | 97.4% | 65.6%+31.9pp | 78.8%+18.7pp | 67.2%+30.2pp |
| Annual return | 14.15% | 31.72%-17.6pp | 134.42%-120.3pp | 160.62%-146.5pp |
| Employer contribution / active EE | $6,400 | $3,137+104.0% | $4,818+32.8% | $2,670+139.7% |
| Participant deferral / active EE | $10,939 | $3,411+220.7% | $5,680+92.6% | $4,125+165.2% |
| Admin fee / account holder | $249 | $5,956-95.8% | $13,210-98.1% | $5,651-95.6% |