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 |
|---|---|---|
Filed as: PORTFOLIO EVALUATIONS INC Service code 16 · EIN 04-2647786 | Consulting | $30,251 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$50,372 |
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 | $115,920 | $69,159+67.6% | $125,175-7.4% | $67,579+71.5% |
| Participation rate | 79.6% | 78.2%+1.4pp | 79.8%-0.1pp | 71.3%+8.4pp |
| Annual return | 28.26% | 27.12%+1.1pp | 43.79%-15.5pp | 378.56%-350.3pp |
| Employer contribution / active EE | $2,778 | $2,023+37.3% | $3,865-28.1% | $2,148+29.3% |
| Participant deferral / active EE | $7,323 | $3,700+97.9% | $4,937+48.3% | $3,539+106.9% |
| Admin fee / account holder | $38 | $142-73.5% | $9,702-99.6% | $142-73.6% |