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.5 years Service code 19 · EIN 16-1150253 | Securities Custodian | $57,467 |
Filed as: BENEFIT PLANS ADMINISTRATIVE SVCS Service code 15 · EIN 16-1503696 | Recordkeeping | $18,326 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,388 | $71,142-12.3% | $119,609-47.8% | $64,808-3.7% |
| Participation rate | 88.8% | 78.6%+10.2pp | 79.3%+9.5pp | 71.5%+17.3pp |
| Annual return | -14.49% | -10.01%-4.5pp | -14.97%+0.5pp | 32.82%-47.3pp |
| Employer contribution / active EE | $790 | $2,497-68.4% | $4,232-81.3% | $2,506-68.5% |
| Participant deferral / active EE | $4,605 | $4,490+2.6% | $5,602-17.8% | $4,310+6.8% |
| Admin fee / account holder | $212 | $162+30.9% | $10,323-97.9% | $188+13.1% |