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 |
|---|---|---|
Service code 26 · EIN 54-1620949 14325 WILLARD ROAD · CHANTILLY, VA 20151 | Advisory (Participants) | $56,191 |
Filed as: CHARLES SCHWAB AND COMPANY Service code 33 · EIN 94-1737782 | Securities brokerage; Shareholder ser... | $267 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,796 | $89,652-31.1% | $141,162-56.2% | $65,185-5.2% |
| Participation rate | 85.2% | 74.7%+10.5pp | 82.5%+2.8pp | 70.2%+15.0pp |
| Annual return | 24.72% | 32.79%-8.1pp | 71.39%-46.7pp | 29.38%-4.7pp |
| Employer contribution / active EE | $6,145 | $3,065+100.5% | $4,735+29.8% | $2,177+182.3% |
| Participant deferral / active EE | $9,399 | $5,691+65.2% | $6,709+40.1% | $3,514+167.5% |
| Admin fee / account holder | $367 | $569-35.4% | $10,261-96.4% | $847-56.6% |