See peer percentile detail. $4.99 for your first month.
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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) | $40,562 |
CHARLES SCHWAB & CO., INC.4 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.6+ years Filed as: CHARLES SCHWAB AND COMPANY Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB BANK Service code 33 · EIN 82-3967259 | Securities brokerage | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $20,087 | $37,426-46.3% | $77,482-74.1% | $79,858-74.8% |
| Participation rate | 39.7% | 41.5%-1.9pp | 54.2%-14.5pp | 69.6%-30.0pp |
| Annual return | -1.62% | 39.70%-41.3pp | 54.79%-56.4pp | 31.71%-33.3pp |
| Employer contribution / active EE | $510 | $637-19.9% | $986-48.3% | $2,471-79.4% |
| Participant deferral / active EE | $1,858 | $1,260+47.5% | $1,861-0.2% | $3,740-50.3% |
| Admin fee / account holder | $332 | $2,504-86.7% | $2,858-88.4% | $5,306-93.7% |