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 |
|---|---|---|
Filed as: BRADLEY O HARDY Service code 27 · EIN 27-3807274 | Advisory (Plan) | $5,457 |
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 | $18,747 | $35,986-47.9% | $77,482-75.8% | $73,488-74.5% |
| Participation rate | 100.0% | 40.8%+59.2pp | 54.2%+45.8pp | 70.7%+29.3pp |
| Annual return | 14.39% | 19.26%-4.9pp | 54.79%-40.4pp | 28.51%-14.1pp |
| Employer contribution / active EE | $739 | $557+32.6% | $986-25.1% | $2,270-67.4% |
| Participant deferral / active EE | $1,199 | $1,198+0.1% | $1,861-35.6% | $3,740-67.9% |
| Admin fee / account holder | $95 | $466-79.6% | $2,858-96.7% | $513-81.5% |