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) | $33,309 |
Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB AND COMPANY Service code 59 | Shareholder Servicing | $0 |
Filed as: CHARLES SCHWAB BANK Service code 33 · EIN 42-1558009 | Securities brokerage | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $15,891 | $31,388-49.4% | $73,545-78.4% | $62,292-74.5% |
| Participation rate | 24.8% | 39.9%-15.1pp | 54.9%-30.2pp | 69.5%-44.7pp |
| Annual return | 11.44% | 25.34%-13.9pp | -15.16%+26.6pp | 28.90%-17.5pp |
| Employer contribution / active EE | $610 | $498+22.5% | $1,219-50.0% | $2,042-70.1% |
| Participant deferral / active EE | $1,050 | $1,028+2.1% | $1,806-41.9% | $3,169-66.9% |
| Admin fee / account holder | $218 | $299-27.3% | $2,320-90.6% | $479-54.6% |