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) | $17,640 |
Service code 33 · EIN 94-1737782 | Securities brokerage | $1,069 |
Filed as: CHARLES SCHWAB AND COMPANY Service code 59 | Shareholder Servicing | $0 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,402 | $91,190-6.3% | $178,490-52.2% | $79,858+6.9% |
| Participation rate | 90.7% | 69.2%+21.5pp | 81.9%+8.8pp | 69.6%+21.1pp |
| Annual return | 11.04% | 24.19%-13.1pp | 151.07%-140.0pp | 31.71%-20.7pp |
| Employer contribution / active EE | $4,877 | $3,256+49.8% | $5,011-2.7% | $2,471+97.4% |
| Participant deferral / active EE | $5,079 | $3,236+57.0% | $5,202-2.4% | $3,740+35.8% |
| Admin fee / account holder | $199 | $6,751-97.0% | $13,984-98.6% | $5,306-96.2% |