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 9-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 |
|---|---|---|
Service code 26 · EIN 54-1620949 14325 WILLARD ROAD · CHANTILLY, VA 20151 | Advisory (Participants) | $22,793 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB AND COMPANY Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Securitie... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $13,519 | $25,723-47.4% | $69,182-80.5% | $55,167-75.5% |
| Participation rate | 26.4% | 39.4%-13.0pp | 55.1%-28.7pp | 69.0%-42.6pp |
| Annual return | 7.12% | 9.56%-2.4pp | -21.93%+29.1pp | 169.23%-162.1pp |
| Employer contribution / active EE | $598 | $480+24.4% | $1,206-50.4% | $1,963-69.5% |
| Participant deferral / active EE | $1,014 | $963+5.2% | $1,897-46.6% | $3,054-66.8% |
| Admin fee / account holder | $148 | $365-59.4% | $2,697-94.5% | $504-70.6% |