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) | $20,984 |
CHARLES SCHWAB & CO., INC.5 years Service code 33 · EIN 94-1737782 | Securities brokerage | $1,108 |
CHARLES SCHWAB & CO., INC.5 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 | $104,423 | $55,415+88.4% | $155,509-32.9% | $74,495+40.2% |
| Participation rate | 92.3% | 61.9%+30.4pp | 78.2%+14.1pp | 67.2%+25.1pp |
| Annual return | 13.67% | 268.50%-254.8pp | 64.67%-51.0pp | 1364.94%-1351.3pp |
| Employer contribution / active EE | $4,421 | $2,267+95.0% | $4,672-5.4% | $2,623+68.6% |
| Participant deferral / active EE | $5,496 | $2,836+93.8% | $5,626-2.3% | $4,346+26.5% |
| Admin fee / account holder | $139 | $1,738-92.0% | $15,912-99.1% | $1,942-92.8% |