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 ADVISORS, INC Service code 34 · EIN 52-2212903 | Valuation (appraisals, etc.); Direct ... | $11,000 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $21,581 | $82,664-73.9% | $125,339-82.8% | $68,494-68.5% |
| Participation rate | 98.7% | 75.0%+23.6pp | 82.4%+16.3pp | 67.9%+30.8pp |
| Annual return | -26.97% | -5.97%-21.0pp | 572.05%-599.0pp | -7.84%-19.1pp |
| Employer contribution / active EE | $987 | $3,381-70.8% | $4,814-79.5% | $2,596-62.0% |
| Participant deferral / active EE | $0 | $6,110-100.0% | $7,446-100.0% | $4,027-100.0% |
| Admin fee / account holder | $44 | $6,275-99.3% | $10,010-99.6% | $5,403-99.2% |