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 |
|---|---|---|
Filed as: WASHINGTON FINANCIAL GROUP Service code 26 · EIN 47-1411118 1410 SPRING HILL RD STE 425 · MCLEAN, VA 221023032 | Advisory (Participants) | $31,262 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,612 | $63,745-8.1% | $98,442-40.5% | $79,386-26.2% |
| Participation rate | 95.8% | 69.9%+25.9pp | 73.3%+22.5pp | 70.7%+25.1pp |
| Annual return | 18.18% | 625.80%-607.6pp | 1492.73%-1474.5pp | 116.85%-98.7pp |
| Employer contribution / active EE | $1,767 | $2,557-30.9% | $2,960-40.3% | $2,427-27.2% |
| Participant deferral / active EE | $2,689 | $3,303-18.6% | $4,276-37.1% | $4,046-33.5% |
| Admin fee / account holder | $106 | $516-79.4% | $5,949-98.2% | $626-83.0% |