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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 54-1620949 14325 WILLARD RD, SUITE 104 · CHANTILLY, VA 20151 | Advisory (Participants) | $44,244 |
Filed as: ENVESTNET ASSET MANAGEMENT INC Service code 26 · EIN 36-4319587 | Advisory (Participants) | $1,917 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & COMPANY Service code 33 · EIN 94-1737782 | Securities brokerage | $875 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB AND CO Service code 59 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $83,068 | $102,382-18.9% | $147,005-43.5% | $80,874+2.7% |
| Participation rate | 82.8% | 75.8%+6.9pp | 82.2%+0.6pp | 67.6%+15.1pp |
| Annual return | 13.72% | 134.89%-121.2pp | 418.76%-405.0pp | 35.62%-21.9pp |
| Employer contribution / active EE | $2,321 | $3,715-37.5% | $4,934-53.0% | $2,756-15.8% |
| Participant deferral / active EE | $11,033 | $6,646+66.0% | $8,070+36.7% | $4,297+156.8% |
| Admin fee / account holder | $355 | $7,942-95.5% | $13,006-97.3% | $6,935-94.9% |