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 LLC2+ 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 | $53,232 | $55,167-3.5% | $46,225+15.2% | $55,167-3.5% |
| Participation rate | 97.7% | 69.0%+28.7pp | 79.5%+18.2pp | 69.0%+28.7pp |
| Annual return | 9.36% | 169.23%-159.9pp | 7.57%+1.8pp | 169.23%-159.9pp |
| Employer contribution / active EE | $3,406 | $1,963+73.6% | $3,424-0.5% | $1,963+73.6% |
| Participant deferral / active EE | $3,639 | $3,054+19.2% | $3,776-3.6% | $3,054+19.2% |
| Admin fee / account holder | $66 | $504-87.0% | $3,519-98.1% | $504-87.0% |