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 | $10,649 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,758 | $69,362-21.1% | $101,248-45.9% | $73,488-25.5% |
| Participation rate | 73.5% | 68.4%+5.1pp | 75.8%-2.3pp | 70.7%+2.8pp |
| Annual return | 14.48% | 18.46%-4.0pp | 46.47%-32.0pp | 28.51%-14.0pp |
| Employer contribution / active EE | $2,571 | $2,628-2.2% | $3,660-29.7% | $2,270+13.3% |
| Participant deferral / active EE | $4,728 | $3,300+43.3% | $4,370+8.2% | $3,740+26.4% |
| Admin fee / account holder | $79 | $704-88.8% | $5,945-98.7% | $513-84.6% |