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: ANNEX ADVISORY SERVICES LLC Service code 27 · EIN 68-0524298 | Advisory (Plan) | $40,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $230,992 | $100,923+128.9% | $150,045+53.9% | $74,304+210.9% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.3%+17.7pp | 60.3%+39.7pp |
| Annual return | 18.29% | 51.77%-33.5pp | 62.55%-44.3pp | 29.43%-11.1pp |
| Employer contribution / active EE | $19,179 | $3,463+453.8% | $4,693+308.7% | $2,241+755.7% |
| Participant deferral / active EE | $0 | $6,709-100.0% | $7,997-100.0% | $3,767-100.0% |
| Admin fee / account holder | $183 | $2,767-93.4% | $13,435-98.6% | $2,969-93.8% |