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 CORP5 years Filed as: FINANCIAL CONSULTANTS & ADVISORY Service code 27 · EIN 35-1464583 | Advisory (Plan) | $20,102 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,393 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,854 | $65,435+87.7% | $86,677+41.7% | $66,914+83.6% |
| Participation rate | 74.2% | 75.5%-1.3pp | 76.6%-2.4pp | 69.8%+4.4pp |
| Annual return | -20.37% | -10.89%-9.5pp | 35.91%-56.3pp | 1.58%-22.0pp |
| Employer contribution / active EE | $4,440 | $2,153+106.2% | $2,836+56.5% | $2,544+74.5% |
| Participant deferral / active EE | $6,805 | $4,100+66.0% | $4,656+46.2% | $4,237+60.6% |
| Admin fee / account holder | $224 | $642-65.1% | $7,493-97.0% | $593-62.3% |