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 |
|---|---|---|
CHESTER M. KEARNEY4 years Filed as: CHESTER FINANCIAL SERVICES LLC Service code 17 PO BOX 45 · FREDERICKTON, OH 43019 | Pension Consulting | $23,078 |
CHARLES SCHWAB & CO., INC.4 years Filed as: REA & ASSOCIATES INC Service code 10 · EIN 34-1310124 | Accounting | $7,194 |
CGRPS4 years Service code 15 6455 IRVINE CENTER DR · IRVINE, CA 92618 | Recordkeeping | $3,820 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,461 | $77,503-49.1% | $100,391-60.7% | $80,856-51.2% |
| Participation rate | 99.0% | 76.9%+22.0pp | 81.5%+17.5pp | 67.6%+31.3pp |
| Annual return | 14.66% | 37.20%-22.5pp | 49.20%-34.5pp | 35.59%-20.9pp |
| Employer contribution / active EE | $2,204 | $2,801-21.3% | $3,942-44.1% | $2,755-20.0% |
| Participant deferral / active EE | $5,368 | $6,820-21.3% | $8,082-33.6% | $4,296+25.0% |
| Admin fee / account holder | $80 | $5,897-98.6% | $7,899-99.0% | $6,918-98.8% |