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 |
|---|---|---|
CALIBRE CPA GROUP PLLC6 years Service code 10 · EIN 47-0900880 7501 WISCONSIN AVENUE, SUITE 1200 · BETHESDA, MD 20814 | Accounting | $176,898 |
SLEVIN & HART, P.C.10+ years Filed as: SLEVIN AND HART Service code 29 · EIN 52-1708613 1625 MASSACHUSETTS AVE, N.W. · WASHINGTON, DC 20036 | Legal | $76,440 |
MEKETA INVESTMENT GROUP10+ years Service code 27 · EIN 04-2659023 | Advisory (Plan) | $75,000 |
ANN ZINSSER10+ years Service code 10 · EIN 52-1943490 10217 CAPITOL VIEW AVENUE · SILVER SPRING, MD 20910 | Accounting | $23,992 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant 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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,633 | $167,668-74.6% | $100,391-57.5% | $106,382-59.9% |
| Participation rate | 90.5% | 87.6%+3.0pp | 81.5%+9.1pp | 69.9%+20.7pp |
| Annual return | 14.85% | 18.33%-3.5pp | 49.20%-34.4pp | 17.37%-2.5pp |
| Employer contribution / active EE | $983 | $4,908-80.0% | $3,942-75.1% | $3,364-70.8% |
| Participant deferral / active EE | $1,251 | $11,427-89.1% | $8,082-84.5% | $5,569-77.5% |
| Admin fee / account holder | $119 | $94+26.7% | $7,899-98.5% | $79+50.0% |