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 |
|---|---|---|
WELLINGTON CONSULTING SERVICES, INC10+ years Service code 26 · EIN 54-1620949 14325 WILLARD ROAD · CHANTILLY, VA 20151 | Advisory (Participants) | $45,994 |
CHARLES SCHWAB & CO., INC.10+ years Filed as: CHARLES SCHWAB AND COMPANY Service code 33 · EIN 94-1737782 | Securities brokerage | $2,100 |
CHARLES SCHWAB & CO., INC.10+ years Service code 59 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $43,954 | $55,441-20.7% | $76,002-42.2% | $77,671-43.4% |
| Participation rate | 23.8% | 63.6%-39.9pp | 69.1%-45.3pp | 70.6%-46.8pp |
| Annual return | 20.20% | 17.08%+3.1pp | 360.07%-339.9pp | 31.21%-11.0pp |
| Employer contribution / active EE | $497 | $1,789-72.2% | $2,688-81.5% | $2,726-81.8% |
| Participant deferral / active EE | $1,046 | $3,451-69.7% | $4,257-75.4% | $4,648-77.5% |
| Admin fee / account holder | $277 | $407-31.9% | $6,414-95.7% | $430-35.6% |