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 | $4,102 |
CHARLES SCHWAB & CO., INC.6 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $2 |
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 | $118,910 | $99,985+18.9% | $146,665-18.9% | $85,850+38.5% |
| Participation rate | 92.8% | 73.1%+19.7pp | 80.1%+12.7pp | 69.3%+23.5pp |
| Annual return | 25.97% | 18.93%+7.0pp | 22.74%+3.2pp | 318.53%-292.6pp |
| Employer contribution / active EE | $2,410 | $2,559-5.8% | $4,136-41.7% | $2,565-6.1% |
| Participant deferral / active EE | $3,382 | $4,006-15.6% | $5,506-38.6% | $3,952-14.4% |
| Admin fee / account holder | $30 | $7,702-99.6% | $10,280-99.7% | $6,260-99.5% |