See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
EVOLUTION ADVISERS, INC.8 years Service code 28 15521 MIDLOTHIAN TURNPIKE · MIDLOTHIAN, VA 23113 | Investment Management | $36,310 |
EMPLOYEE FIDUCIARY, LLC1 year Service code 15 · EIN 61-1579239 250 STATE STREET · MOBILE, AL 36603 | Recordkeeping | $8,453 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,858 | $101,317-19.2% | $146,958-44.3% | $74,495+9.9% |
| Participation rate | 82.2% | 75.5%+6.7pp | 82.2%0pp | 67.2%+15.0pp |
| Annual return | 13.88% | 8730.91%-8717.0pp | 418.34%-404.5pp | 1364.94%-1351.1pp |
| Employer contribution / active EE | $2,444 | $3,810-35.8% | $4,933-50.4% | $2,623-6.8% |
| Participant deferral / active EE | $5,558 | $7,303-23.9% | $8,070-31.1% | $4,346+27.9% |
| Admin fee / account holder | $231 | $1,739-86.7% | $12,998-98.2% | $1,942-88.1% |