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 | $3,360 |
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 | $40,449 | $55,449-27.1% | $83,848-51.8% | $56,287-28.1% |
| Participation rate | 72.6% | 68.0%+4.6pp | 76.1%-3.6pp | 69.9%+2.7pp |
| Annual return | -2.10% | -1.38%-0.7pp | 850.88%-853.0pp | -9.96%+7.9pp |
| Employer contribution / active EE | $2,206 | $2,430-9.2% | $3,631-39.2% | $2,111+4.5% |
| Participant deferral / active EE | $4,105 | $2,935+39.8% | $4,082+0.6% | $3,350+22.6% |
| Admin fee / account holder | $25 | $656-96.1% | $5,478-99.5% | $521-95.2% |