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 CAPITAL3 years Service code 99 · EIN 81-4243054 | Other Fees | $20,988 |
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 | $58,723 | $51,620+13.8% | $90,281-35.0% | $65,185-9.9% |
| Participation rate | 83.2% | 68.6%+14.6pp | 73.3%+9.9pp | 70.2%+13.0pp |
| Annual return | 21.68% | 24.94%-3.3pp | 78.10%-56.4pp | 29.38%-7.7pp |
| Employer contribution / active EE | $834 | $2,235-62.7% | $2,854-70.8% | $2,177-61.7% |
| Participant deferral / active EE | $2,968 | $2,871+3.4% | $3,885-23.6% | $3,514-15.5% |
| Admin fee / account holder | $51 | $384-86.6% | $5,351-99.0% | $847-93.9% |