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 | $13,893 |
SALTER & COMPANY, LLC3+ years Service code 10 · EIN 20-8078757 4600 EAST WEST HIGHWAY SUITE 300 · BETHESDA, MD 20814 | Accounting | $8,943 |
O'DONOGHUE & O'DONOGHUE3+ years Service code 29 · EIN 53-0120528 4748 WISCONSIN AVE, NW · WASHINGTON, DC 20016 | Legal | $5,970 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $49,883 | $63,299-21.2% | $91,001-45.2% | $62,292-19.9% |
| Participation rate | 65.8% | 73.3%-7.5pp | 75.6%-9.8pp | 69.5%-3.7pp |
| Annual return | 19.69% | 20.99%-1.3pp | 4.60%+15.1pp | 28.90%-9.2pp |
| Employer contribution / active EE | $438 | $1,807-75.8% | $2,456-82.2% | $2,042-78.6% |
| Participant deferral / active EE | $2,399 | $2,943-18.5% | $3,547-32.4% | $3,169-24.3% |
| Admin fee / account holder | $287 | $468-38.6% | $5,417-94.7% | $479-40.1% |