See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
CHARTER ADVISORY CORP6 years Filed as: FINANCIAL CONSULTANTS & ADVISORY Service code 27 · EIN 35-1464583 | Advisory (Plan) | $17,960 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,026 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,569 | $76,050+82.2% | $96,544+43.5% | $71,457+93.9% |
| Participation rate | 69.5% | 74.4%-4.9pp | 76.0%-6.4pp | 67.9%+1.6pp |
| Annual return | 25.30% | 22.81%+2.5pp | 25.84%-0.5pp | 28.85%-3.5pp |
| Employer contribution / active EE | $3,810 | $2,244+69.8% | $2,965+28.5% | $2,588+47.2% |
| Participant deferral / active EE | $6,176 | $4,215+46.5% | $4,851+27.3% | $4,289+44.0% |
| Admin fee / account holder | $193 | $2,707-92.9% | $8,252-97.7% | $1,587-87.8% |