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 27 1400 N. KENILWORTH ST · ARLINGTON, VA 222052853 | Advisory (Plan) | $7,668 |
Service code 12 · EIN 48-1205033 | Participant loan processing; Direct p... | $2,111 |
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 | $15,111 | $55,453-72.7% | $170,442-91.1% | $62,292-75.7% |
| Participation rate | 88.8% | 66.4%+22.4pp | 83.6%+5.2pp | 69.5%+19.3pp |
| Annual return | 20.23% | 21.38%-1.1pp | 205.93%-185.7pp | 28.90%-8.7pp |
| Employer contribution / active EE | $1,450 | $2,164-33.0% | $5,433-73.3% | $2,042-29.0% |
| Participant deferral / active EE | $3,297 | $2,303+43.2% | $4,939-33.3% | $3,169+4.0% |
| Admin fee / account holder | $41 | $455-91.0% | $13,880-99.7% | $479-91.4% |