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 3-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 27 7601 LEWINSVILLE ROAD · MCLEAN, VA 22102 | Advisory (Plan) | $17,801 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $18,315 | $82,664-77.8% | $125,339-85.4% | $68,494-73.3% |
| Participation rate | 50.5% | 75.0%-24.5pp | 82.4%-31.9pp | 67.9%-17.4pp |
| Annual return | -70.88% | -5.97%-64.9pp | 572.05%-642.9pp | -7.84%-63.0pp |
| Employer contribution / active EE | $4,232 | $3,381+25.2% | $4,814-12.1% | $2,596+63.0% |
| Participant deferral / active EE | $7,968 | $6,110+30.4% | $7,446+7.0% | $4,027+97.9% |
| Admin fee / account holder | $178 | $6,275-97.2% | $10,010-98.2% | $5,403-96.7% |