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 | $2,678 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,457 | $63,114-24.8% | $92,893-48.9% | $65,185-27.2% |
| Participation rate | 77.2% | 68.8%+8.4pp | 76.0%+1.2pp | 70.2%+7.0pp |
| Annual return | 13.15% | 28.75%-15.6pp | 109.41%-96.3pp | 29.38%-16.2pp |
| Employer contribution / active EE | $2,326 | $2,571-9.5% | $3,653-36.3% | $2,177+6.9% |
| Participant deferral / active EE | $4,376 | $3,108+40.8% | $4,236+3.3% | $3,514+24.5% |
| Admin fee / account holder | $20 | $624-96.8% | $5,794-99.7% | $847-97.7% |