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 |
|---|---|---|
REAGAN COMPANIES ASSET MGMT.2 years Service code 19 · EIN 16-1150253 | Securities Custodian | $55,366 |
Filed as: BENEFIT PLANS ADMINISTRATIVE SVCS Service code 15 · EIN 16-1503696 | Recordkeeping | $14,723 |
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 | $70,553 | $69,159+2.0% | $125,175-43.6% | $67,579+4.4% |
| Participation rate | 76.1% | 78.2%-2.1pp | 79.8%-3.6pp | 71.3%+4.9pp |
| Annual return | 22.79% | 27.12%-4.3pp | 43.79%-21.0pp | 378.56%-355.8pp |
| Employer contribution / active EE | $740 | $2,023-63.4% | $3,865-80.9% | $2,148-65.6% |
| Participant deferral / active EE | $4,188 | $3,700+13.2% | $4,937-15.2% | $3,539+18.3% |
| Admin fee / account holder | $271 | $142+90.9% | $9,702-97.2% | $142+90.2% |