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 10-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 |
|---|---|---|
WELLINGTON TRUST COMPANY5+ years Filed as: WELLINGTON FINANCIAL GROUP Service code 26 · EIN 54-1620949 14325 WILLARD ROAD · CHANTILLY, VA 20151 | Advisory (Participants) | $25,390 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB AND COMPANY Service code 33 · EIN 94-1737782 | Securities brokerage | $94 |
CHARLES SCHWAB & CO., INC.5+ years 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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $21,783 | $66,601-67.3% | $92,893-76.6% | $67,579-67.8% |
| Participation rate | 35.2% | 72.5%-37.3pp | 76.0%-40.8pp | 71.3%-36.1pp |
| Annual return | 16.85% | 92.58%-75.7pp | 109.41%-92.6pp | 378.56%-361.7pp |
| Employer contribution / active EE | $836 | $2,775-69.9% | $3,653-77.1% | $2,148-61.1% |
| Participant deferral / active EE | $2,259 | $3,157-28.4% | $4,236-46.7% | $3,539-36.2% |
| Admin fee / account holder | $167 | $199-16.0% | $5,794-97.1% | $142+17.4% |