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 13 205 VAN BUREN STREET · HERNDON, VA 20170 | Contract Administrator | $11,325 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,701 | $60,989-72.6% | $60,874-72.6% | $66,914-75.0% |
| Participation rate | 56.3% | 74.5%-18.1pp | 73.1%-16.8pp | 69.8%-13.5pp |
| Annual return | -17.63% | -9.60%-8.0pp | 16.90%-34.5pp | 1.58%-19.2pp |
| Employer contribution / active EE | $984 | $2,661-63.0% | $2,701-63.6% | $2,544-61.3% |
| Participant deferral / active EE | $2,146 | $3,615-40.6% | $3,817-43.8% | $4,237-49.3% |
| Admin fee / account holder | $74 | $338-78.1% | $3,224-97.7% | $593-87.5% |