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 |
|---|---|---|
EVOLUTION ADVISERS, INC.1 year Service code 28 15521 MIDLOTHIAN TURNPIKE · MIDLOTHIAN, VA 23113 | Investment Management | $25,046 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $61,242 | $80,753-24.2% | $136,294-55.1% | $62,292-1.7% |
| Participation rate | 79.9% | 73.5%+6.3pp | 81.9%-2.1pp | 69.5%+10.3pp |
| Annual return | 82.67% | 35.83%+46.8pp | 5155.94%-5073.3pp | 28.90%+53.8pp |
| Employer contribution / active EE | $1,243 | $2,884-56.9% | $4,695-73.5% | $2,042-39.1% |
| Participant deferral / active EE | $3,344 | $5,164-35.2% | $6,247-46.5% | $3,169+5.5% |
| Admin fee / account holder | $209 | $525-60.3% | $9,243-97.7% | $479-56.5% |