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 | $11,771 |
CALIBRE CPA GROUP PLLC1 year Service code 10 · EIN 47-0900880 7501 WISCONSIN AVENUE · BETHESDA, MD 20814 | Accounting | $9,705 |
O'DONOGHUE & O'DONOGHUE5+ years Service code 29 · EIN 53-0120528 4748 WISCONSIN AVE NW · WASHINGTON, DC 20016 | Legal | $9,291 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $55,277 | $66,310-16.6% | $93,606-40.9% | $65,185-15.2% |
| Participation rate | 56.6% | 74.0%-17.4pp | 75.8%-19.2pp | 70.2%-13.6pp |
| Annual return | 25.48% | 42.58%-17.1pp | 32.76%-7.3pp | 29.38%-3.9pp |
| Employer contribution / active EE | $481 | $2,012-76.1% | $2,718-82.3% | $2,177-77.9% |
| Participant deferral / active EE | $1,896 | $3,342-43.3% | $4,069-53.4% | $3,514-46.0% |
| Admin fee / account holder | $346 | $6,897-95.0% | $7,888-95.6% | $847-59.2% |