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) | $30,370 |
CHARLES SCHWAB & CO., INC.3 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB AND COMPANY Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.3 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.
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 | $21,098 | $34,308-38.5% | $74,701-71.8% | $72,985-71.1% |
| Participation rate | 23.0% | 42.4%-19.4pp | 54.5%-31.5pp | 69.5%-46.5pp |
| Annual return | 14.30% | 26.58%-12.3pp | 752.92%-738.6pp | 81.00%-66.7pp |
| Employer contribution / active EE | $1,636 | $692+136.5% | $1,084+51.0% | $2,440-33.0% |
| Participant deferral / active EE | $3,278 | $1,271+157.8% | $1,964+66.9% | $3,607-9.1% |
| Admin fee / account holder | $227 | $2,124-89.3% | $3,333-93.2% | $5,124-95.6% |