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 |
|---|---|---|
EAGLESTONE WEALTH MANAGEMENT5+ years Service code 22 11 NORTH WASHINGTON ST · ROCKVILLE, MD 20850 | Insurance Broker | $16,792 |
Service code 15 · EIN 62-1038805 | Recordkeeping | $14,148 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $40,340 | $63,114-36.1% | $92,893-56.6% | $65,185-38.1% |
| Participation rate | 56.1% | 68.8%-12.7pp | 76.0%-19.9pp | 70.2%-14.1pp |
| Annual return | 21.27% | 28.75%-7.5pp | 109.41%-88.1pp | 29.38%-8.1pp |
| Employer contribution / active EE | $1,629 | $2,571-36.6% | $3,653-55.4% | $2,177-25.2% |
| Participant deferral / active EE | $3,553 | $3,108+14.3% | $4,236-16.1% | $3,514+1.1% |
| Admin fee / account holder | $250 | $624-60.0% | $5,794-95.7% | $847-70.5% |