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) | $81,587 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB AND COMPANY Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Securitie... | $1,079 |
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 | $72,262 | $99,957-27.7% | $149,696-51.7% | $73,488-1.7% |
| Participation rate | 91.3% | 75.7%+15.6pp | 82.5%+8.8pp | 70.7%+20.6pp |
| Annual return | 21.05% | 53.87%-32.8pp | 276.60%-255.6pp | 28.51%-7.5pp |
| Employer contribution / active EE | $6,327 | $3,191+98.3% | $4,644+36.2% | $2,270+178.7% |
| Participant deferral / active EE | $9,474 | $6,073+56.0% | $6,842+38.5% | $3,740+153.3% |
| Admin fee / account holder | $421 | $551-23.6% | $9,309-95.5% | $513-18.0% |