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) | $53,990 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB AND COMPANY Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Securitie... | $1,352 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $70,538 | $76,552-7.9% | $123,892-43.1% | $62,891+12.2% |
| Participation rate | 56.1% | 73.0%-16.8pp | 81.4%-25.3pp | 69.3%-13.2pp |
| Annual return | 7.02% | 18.68%-11.7pp | 47.52%-40.5pp | 20.14%-13.1pp |
| Employer contribution / active EE | $945 | $2,883-67.2% | $4,617-79.5% | $2,281-58.5% |
| Participant deferral / active EE | $5,724 | $4,840+18.3% | $5,984-4.4% | $3,203+78.7% |
| Admin fee / account holder | $406 | $4,826-91.6% | $8,357-95.1% | $4,296-90.5% |