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) | $20,990 |
CHARLES SCHWAB & CO., INC.4 years Service code 33 · EIN 94-1737782 | Securities brokerage | $660 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB AND COMPANY Service code 59 | Shareholder Servicing | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $86,612 | $61,272+41.4% | $149,673-42.1% | $71,457+21.2% |
| Participation rate | 94.6% | 62.5%+32.1pp | 78.8%+15.8pp | 67.9%+26.7pp |
| Annual return | 16.24% | 35.85%-19.6pp | 134.42%-118.2pp | 28.85%-12.6pp |
| Employer contribution / active EE | $4,324 | $2,378+81.8% | $4,818-10.3% | $2,588+67.1% |
| Participant deferral / active EE | $5,449 | $2,917+86.8% | $5,680-4.1% | $4,289+27.1% |
| Admin fee / account holder | $140 | $1,261-88.9% | $13,210-98.9% | $1,587-91.2% |