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 |
|---|---|---|
LARA MAY & ASSOCIATES LLC1+ years Filed as: LARA, MAY AND ASSOCIATES LLC Service code 50 SUITE 120 EAST · FALLS CHURCH, VA 22043 | Direct Payment | $0 |
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 | $55,216 | $52,331+5.5% | $40,757+35.5% | $52,331+5.5% |
| Participation rate | 97.0% | 68.1%+28.9pp | 79.3%+17.7pp | 68.1%+28.9pp |
| Annual return | 1.46% | 4.54%-3.1pp | -0.50%+2.0pp | 4.54%-3.1pp |
| Employer contribution / active EE | $2,878 | $1,882+53.0% | $3,004-4.2% | $1,882+53.0% |
| Participant deferral / active EE | $3,261 | $3,022+7.9% | $3,485-6.4% | $3,022+7.9% |
| Admin fee / account holder | $93 | $592-84.3% | $4,272-97.8% | $592-84.3% |