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 |
|---|---|---|
BULLROCK CAPITAL2 years Service code 99 · EIN 81-4243054 | Other Fees | $19,037 |
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 | $45,236 | $44,873+0.8% | $79,464-43.1% | $56,287-19.6% |
| Participation rate | 85.7% | 68.7%+17.0pp | 73.3%+12.4pp | 69.9%+15.9pp |
| Annual return | -3.10% | 0.81%-3.9pp | 718.14%-721.2pp | -9.96%+6.9pp |
| Employer contribution / active EE | $795 | $2,140-62.9% | $2,800-71.6% | $2,111-62.4% |
| Participant deferral / active EE | $2,691 | $2,746-2.0% | $3,704-27.3% | $3,350-19.7% |
| Admin fee / account holder | $47 | $418-88.7% | $5,113-99.1% | $521-90.9% |