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 |
|---|---|---|
Service code 64 · EIN 13-4238973 | Recordkeeping Fees | $21,702 |
REAGAN COMPANIES ASSET MGMT.7 years Filed as: REAGAN CONSULTING, INC. Service code 34 3495 PIEDMONT ROAD, NE · ATLANTA, GA 30305 | Valuation (appraisals, etc.) | $15,500 |
Service code 10 · EIN 35-1307701 | Accounting | $10,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,532 | $130,194-2.8% | $169,993-25.6% | $71,457+77.1% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.0%+13.0pp | 67.9%+32.1pp |
| Annual return | 17.12% | 20.37%-3.2pp | 53.37%-36.3pp | 28.85%-11.7pp |
| Employer contribution / active EE | $3,029 | $4,381-30.9% | $6,785-55.4% | $2,588+17.1% |
| Participant deferral / active EE | $0 | $6,923-100.0% | $10,408-100.0% | $4,289-100.0% |
| Admin fee / account holder | $0 | $966-100.0% | $12,815-100.0% | $1,587-100.0% |