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 CORP3 years Filed as: FINANCIAL CONSULTANTS & ADVISORY Service code 27 · EIN 35-1464583 | Advisory (Plan) | $17,123 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,924 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $136,643 | $73,638+85.6% | $95,952+42.4% | $73,488+85.9% |
| Participation rate | 69.8% | 76.2%-6.4pp | 77.1%-7.3pp | 70.7%-0.9pp |
| Annual return | 18.63% | 16.78%+1.9pp | 91.61%-73.0pp | 28.51%-9.9pp |
| Employer contribution / active EE | $4,042 | $1,863+116.9% | $2,541+59.1% | $2,270+78.0% |
| Participant deferral / active EE | $6,494 | $3,617+79.5% | $4,167+55.8% | $3,740+73.7% |
| Admin fee / account holder | $183 | $482-62.0% | $6,795-97.3% | $513-64.3% |