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 |
|---|---|---|
CHARTER ADVISORY CORP1 year Filed as: FINANCIAL CONSULTANTS&ADVISORY Service code 27 · EIN 35-1464583 | Advisory (Plan) | $15,160 |
Service code 37 · EIN 04-2647786 | Loan Processing | $10,941 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $112,589 | $65,376+72.2% | $87,100+29.3% | $65,185+72.7% |
| Participation rate | 72.6% | 75.3%-2.8pp | 76.9%-4.3pp | 70.2%+2.4pp |
| Annual return | 23.08% | 31.27%-8.2pp | 28.19%-5.1pp | 29.38%-6.3pp |
| Employer contribution / active EE | $3,828 | $1,822+110.1% | $2,521+51.8% | $2,177+75.9% |
| Participant deferral / active EE | $6,163 | $3,388+81.9% | $4,049+52.2% | $3,514+75.4% |
| Admin fee / account holder | $167 | $520-67.9% | $7,497-97.8% | $847-80.3% |