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 15 7639 LEESBURG PIKE · FALLS CHURCH, VA 22043 | Recordkeeping | $3,254 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $39,457 | $58,726-32.8% | $92,233-57.2% | $62,292-36.7% |
| Participation rate | 72.4% | 68.3%+4.0pp | 76.5%-4.1pp | 69.5%+2.9pp |
| Annual return | 11.07% | 43.62%-32.5pp | 176.28%-165.2pp | 28.90%-17.8pp |
| Employer contribution / active EE | $2,271 | $2,392-5.1% | $3,679-38.3% | $2,042+11.2% |
| Participant deferral / active EE | $4,330 | $2,766+56.5% | $3,897+11.1% | $3,169+36.6% |
| Admin fee / account holder | $25 | $556-95.5% | $5,194-99.5% | $479-94.7% |