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.3 years Service code 19 · EIN 16-1150253 | Securities Custodian | $46,384 |
Filed as: BENEFIT PLANS ADMINISTRATIVE SVCS Service code 15 · EIN 16-1503696 | Recordkeeping | $18,360 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,695 | $78,419-3.5% | $133,956-43.5% | $73,409+3.1% |
| Participation rate | 83.3% | 78.6%+4.7pp | 79.8%+3.5pp | 72.2%+11.2pp |
| Annual return | 17.56% | 33.35%-15.8pp | 45.09%-27.5pp | 59.29%-41.7pp |
| Employer contribution / active EE | $813 | $2,044-60.2% | $3,919-79.3% | $2,234-63.6% |
| Participant deferral / active EE | $4,415 | $3,925+12.5% | $5,048-12.5% | $3,805+16.0% |
| Admin fee / account holder | $222 | $161+37.9% | $8,927-97.5% | $158+40.9% |