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 | $12,302 |
SALTER & COMPANY, LLC4+ years Service code 10 · EIN 20-8078757 4600 EAST WEST HIGHWAY SUITE 300 · BETHESDA, MD 20814 | Accounting | $9,193 |
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 | $43,565 | $58,083-25.0% | $80,019-45.6% | $56,287-22.6% |
| Participation rate | 80.3% | 73.6%+6.7pp | 75.8%+4.4pp | 69.9%+10.4pp |
| Annual return | -5.96% | 34.61%-40.6pp | 11.22%-17.2pp | -9.96%+4.0pp |
| Employer contribution / active EE | $558 | $1,932-71.1% | $2,468-77.4% | $2,111-73.6% |
| Participant deferral / active EE | $2,619 | $3,135-16.5% | $3,686-28.9% | $3,350-21.8% |
| Admin fee / account holder | $318 | $623-49.0% | $6,521-95.1% | $521-39.0% |