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) | $28,952 |
CHARLES SCHWAB & CO., INC.2 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB AND COMPANY Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2 years 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.
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 | $17,000 | $28,109-39.5% | $71,086-76.1% | $56,287-69.8% |
| Participation rate | 25.9% | 40.4%-14.5pp | 54.7%-28.8pp | 69.9%-44.0pp |
| Annual return | -6.62% | -615.05%+608.4pp | 650.59%-657.2pp | -9.96%+3.3pp |
| Employer contribution / active EE | $624 | $558+12.0% | $1,088-42.6% | $2,111-70.4% |
| Participant deferral / active EE | $1,078 | $1,116-3.4% | $1,874-42.5% | $3,350-67.8% |
| Admin fee / account holder | $210 | $585-64.1% | $3,082-93.2% | $521-59.7% |