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 COMPANY6+ years Filed as: WELLINGTON FINANCIAL GROUP Service code 26 · EIN 54-1620949 14325 WILLARD ROAD · CHANTILLY, VA 20151 | Advisory (Participants) | $30,817 |
CHARLES SCHWAB & CO., INC.6+ years Filed as: CHARLES SCHWAB AND COMPANY Service code 33 · EIN 94-1737782 | Securities brokerage | $1 |
CHARLES SCHWAB & CO., INC.6+ years Service code 59 | Shareholder Servicing | $0 |
Filed as: CHARLES SCHWAB TRUST 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.
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,763 | $69,362-70.1% | $101,248-79.5% | $73,488-71.7% |
| Participation rate | 43.1% | 68.4%-25.3pp | 75.8%-32.7pp | 70.7%-27.6pp |
| Annual return | 3.13% | 18.46%-15.3pp | 46.47%-43.3pp | 28.51%-25.4pp |
| Employer contribution / active EE | $1,231 | $2,628-53.2% | $3,660-66.4% | $2,270-45.8% |
| Participant deferral / active EE | $3,626 | $3,300+9.9% | $4,370-17.0% | $3,740-3.0% |
| Admin fee / account holder | $203 | $704-71.2% | $5,945-96.6% | $513-60.5% |