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.2 years Service code 28 15521 MIDLOTHIAN TURNPIKE · MIDLOTHIAN, VA 23113 | Investment Management | $29,649 |
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 | $58,083 | $73,102-20.5% | $123,544-53.0% | $56,287+3.2% |
| Participation rate | 79.5% | 74.3%+5.2pp | 82.3%-2.8pp | 69.9%+9.7pp |
| Annual return | -6.52% | 3.01%-9.5pp | 119.20%-125.7pp | -9.96%+3.4pp |
| Employer contribution / active EE | $1,442 | $2,977-51.6% | $4,628-68.8% | $2,111-31.7% |
| Participant deferral / active EE | $3,894 | $5,423-28.2% | $6,426-39.4% | $3,350+16.2% |
| Admin fee / account holder | $258 | $554-53.3% | $9,284-97.2% | $521-50.4% |