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 |
|---|---|---|
POTOMAC ASSET MANAGEMENT1 year Filed as: POTOMAC WEALTH MANAGEMENT Service code 27 9112 WEANT DRIVE · GREAT FALLS, VA 22066 | Advisory (Plan) | $31,957 |
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $10,832 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,812 | $73,102-27.8% | $123,544-57.3% | $56,287-6.2% |
| Participation rate | 77.1% | 74.3%+2.8pp | 82.3%-5.2pp | 69.9%+7.2pp |
| Annual return | -7.41% | 3.01%-10.4pp | 119.20%-126.6pp | -9.96%+2.5pp |
| Employer contribution / active EE | $2,241 | $2,977-24.7% | $4,628-51.6% | $2,111+6.2% |
| Participant deferral / active EE | $4,600 | $5,423-15.2% | $6,426-28.4% | $3,350+37.3% |
| Admin fee / account holder | $299 | $554-46.0% | $9,284-96.8% | $521-42.6% |