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 |
|---|---|---|
CHERNOFF DIAMOND & CO., LLC2 years Service code 11 · EIN 11-2836994 | Actuarial | $14,977 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $4,608 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $26,532 | $52,639-49.6% | $185,117-85.7% | $62,292-57.4% |
| Participation rate | 81.4% | 63.9%+17.6pp | 77.3%+4.2pp | 69.5%+11.9pp |
| Annual return | -6.53% | 19.57%-26.1pp | 40.50%-47.0pp | 28.90%-35.4pp |
| Employer contribution / active EE | $0 | $1,483-100.0% | $4,182-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $3,199 | $3,097+3.3% | $5,045-36.6% | $3,169+1.0% |
| Admin fee / account holder | $33 | $374-91.1% | $8,159-99.6% | $479-93.0% |