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 CAPITAL4 years Service code 99 · EIN 81-4243054 | Other Fees | $24,114 |
Filed as: REA AND ASSOCIATES INC. Service code 99 · EIN 34-1310124 | Other Fees | $5,922 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,418 | $66,124+6.5% | $90,404-22.1% | $73,488-4.2% |
| Participation rate | 80.8% | 69.7%+11.2pp | 72.7%+8.2pp | 70.7%+10.2pp |
| Annual return | 18.20% | 17.65%+0.5pp | 1293.02%-1274.8pp | 28.51%-10.3pp |
| Employer contribution / active EE | $821 | $2,346-65.0% | $3,262-74.8% | $2,270-63.8% |
| Participant deferral / active EE | $3,065 | $3,039+0.9% | $3,963-22.7% | $3,740-18.0% |
| Admin fee / account holder | $51 | $396-87.0% | $5,611-99.1% | $513-90.0% |