See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: CHARTER WEALTH MANAGEMENT Service code 26 · EIN 45-4433073 | Advisory (Participants) | $20,000 |
AMERITAS LIFE INSURANCE CORP2 years Service code 12 · EIN 47-0098400 | Claims processing; Contract Administr... | $14,516 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $4,658 |
CHARLES SCHWAB & CO., INC.2 years Service code 19 | Securities Custodian | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,411 | $81,248+74.0% | $155,509-9.1% | $80,856+74.9% |
| Participation rate | 96.3% | 66.2%+30.1pp | 78.2%+18.1pp | 67.6%+28.7pp |
| Annual return | 12.00% | 33.31%-21.3pp | 64.67%-52.7pp | 35.59%-23.6pp |
| Employer contribution / active EE | $6,236 | $3,100+101.1% | $4,672+33.5% | $2,755+126.4% |
| Participant deferral / active EE | $11,342 | $3,452+228.6% | $5,626+101.6% | $4,296+164.0% |
| Admin fee / account holder | $263 | $7,997-96.7% | $15,912-98.3% | $6,918-96.2% |