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 13 · EIN 62-1038805 7639 LEESBURG PIKE · FALLS CHURCH, VA 22043 | Contract Administrator | $17,366 |
SALTER & COMPANY, LLC2+ years Service code 10 · EIN 20-8078757 4600 EAST WEST HIGHWAY SUITE 300 · BETHESDA, MD 20814 | Accounting | $8,682 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,358 | $56,629-19.9% | $77,999-41.8% | $55,167-17.8% |
| Participation rate | 56.7% | 73.3%-16.6pp | 75.5%-18.8pp | 69.0%-12.3pp |
| Annual return | 7.02% | 2866.98%-2860.0pp | 425.96%-418.9pp | 169.23%-162.2pp |
| Employer contribution / active EE | $284 | $1,723-83.5% | $2,470-88.5% | $1,963-85.5% |
| Participant deferral / active EE | $1,653 | $2,777-40.5% | $3,497-52.7% | $3,054-45.9% |
| Admin fee / account holder | $303 | $467-35.0% | $5,480-94.5% | $504-39.8% |