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 |
|---|---|---|
H BECK INC1 year Service code 27 2440 RESEARCH BLVD STE 500 · ROCKVILLE, MD 20850 | Advisory (Plan) | $33,571 |
Filed as: POLLARD & ASSOCIATES INC Service code 13 ONE NORTH PARK DRIVE · HUNT VALLEY, MD 21030 | Contract Administrator | $10,632 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,314 |
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 | $117,418 | $89,355+31.4% | $141,162-16.8% | $72,985+60.9% |
| Participation rate | 87.5% | 75.1%+12.4pp | 82.5%+5.0pp | 69.5%+18.0pp |
| Annual return | 22.60% | 111.85%-89.2pp | 71.39%-48.8pp | 81.00%-58.4pp |
| Employer contribution / active EE | $5,672 | $3,114+82.1% | $4,735+19.8% | $2,440+132.5% |
| Participant deferral / active EE | $12,263 | $5,418+126.3% | $6,709+82.8% | $3,607+239.9% |
| Admin fee / account holder | $282 | $5,958-95.3% | $10,261-97.3% | $5,124-94.5% |