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 |
|---|---|---|
CERITY PARTNERS1 year Service code 17 11601 WILSHIRE BOULEVARD · LOS ANGELES, CA 90025 | Pension Consulting | $12,771 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB BANK Service code 18 · EIN 42-1558009 | Custodial (other than securities); In... | $3,606 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $9,256 | $62,928-85.3% | $172,739-94.6% | $67,579-86.3% |
| Participation rate | 96.3% | 64.5%+31.9pp | 82.6%+13.7pp | 71.3%+25.0pp |
| Annual return | 33.96% | 30.36%+3.6pp | 802.84%-768.9pp | 378.56%-344.6pp |
| Employer contribution / active EE | $0 | $1,636-100.0% | $5,143-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $2,625 | $2,145+22.4% | $5,198-49.5% | $3,539-25.8% |
| Admin fee / account holder | $50 | $167-70.2% | $13,954-99.6% | $142-65.1% |