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 |
|---|---|---|
EVERGREEN ADVISORS, LLC1 year Filed as: EVERGREEN Service code 34 · EIN 52-2212903 | Valuation (appraisals, etc.); Direct ... | $10,000 |
KEB1 year Service code 10 · EIN 43-0352985 | Accounting | $8,000 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $36,801 | $105,181-65.0% | $159,436-76.9% | $85,850-57.1% |
| Participation rate | 98.7% | 75.8%+22.9pp | 82.8%+15.9pp | 69.3%+29.4pp |
| Annual return | 28.56% | 45.07%-16.5pp | 263.57%-235.0pp | 318.53%-290.0pp |
| Employer contribution / active EE | $5,618 | $3,318+69.3% | $4,829+16.3% | $2,565+119.0% |
| Participant deferral / active EE | $0 | $5,945-100.0% | $7,352-100.0% | $3,952-100.0% |
| Admin fee / account holder | $72 | $6,933-99.0% | $10,799-99.3% | $6,260-98.9% |