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.3 years Service code 33 · EIN 94-1737782 | Securities brokerage | $530 |
CHARLES SCHWAB & CO., INC.3 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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,704 | $65,061+22.5% | $143,757-44.6% | $66,914+19.1% |
| Participation rate | 82.7% | 65.2%+17.5pp | 80.3%+2.4pp | 69.8%+12.9pp |
| Annual return | -13.25% | -11.14%-2.1pp | -0.04%-13.2pp | 1.58%-14.8pp |
| Employer contribution / active EE | $4,585 | $2,361+94.2% | $4,951-7.4% | $2,544+80.2% |
| Participant deferral / active EE | $5,288 | $2,919+81.2% | $5,637-6.2% | $4,237+24.8% |
| Admin fee / account holder | $159 | $502-68.3% | $14,673-98.9% | $593-73.2% |