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 & ASSOCIATES LLC Service code 55 SUITE 120 EAST · FALLS CHURCH, VA 22043 | Other Commissions | $29,237 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $12,147 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,529 | $45,152+153.7% | $73,843+55.1% | $59,632+92.1% |
| Participation rate | 96.8% | 64.0%+32.8pp | 73.4%+23.4pp | 68.7%+28.2pp |
| Annual return | -0.26% | 27.40%-27.7pp | 2267.84%-2268.1pp | 2041.28%-2041.5pp |
| Employer contribution / active EE | $0 | $1,902-100.0% | $2,787-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $6,300 | $2,574+144.8% | $3,583+75.8% | $3,192+97.4% |
| Admin fee / account holder | $75 | $3,516-97.9% | $4,880-98.5% | $4,297-98.3% |