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 |
|---|---|---|
Filed as: WELLINGTON CONSULTING SERVICES Service code 51 · EIN 54-1620949 14325 WILLARD ROAD · CHANTILLY, VA 20151 | Investment Mgmt Fees | $17,528 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,641 | $91,552-2.1% | $133,956-33.1% | $79,858+12.3% |
| Participation rate | 90.9% | 73.3%+17.6pp | 79.8%+11.1pp | 69.6%+21.3pp |
| Annual return | 23.19% | 61.85%-38.7pp | 45.09%-21.9pp | 31.71%-8.5pp |
| Employer contribution / active EE | $2,273 | $2,384-4.6% | $3,919-42.0% | $2,471-8.0% |
| Participant deferral / active EE | $3,502 | $3,733-6.2% | $5,048-30.6% | $3,740-6.4% |
| Admin fee / account holder | $117 | $6,321-98.2% | $8,927-98.7% | $5,306-97.8% |