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) | $21,000 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 · EIN 94-1737782 | Securities brokerage | $661 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB AND COMPANY Service code 59 | Shareholder Servicing | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $103,926 | $299,959-65.4% | $185,823-44.1% | - |
| Participation rate | 82.8% | 61.2%+21.6pp | 81.7%+1.1pp | - |
| Annual return | 15.08% | 9.80%+5.3pp | 122.05%-107.0pp | - |
| Employer contribution / active EE | $4,845 | $1,731+179.9% | $5,167-6.2% | - |
| Participant deferral / active EE | $5,660 | $2,385+137.3% | $5,568+1.6% | - |
| Admin fee / account holder | $193 | $47,864-99.6% | $16,237-98.8% | - |