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.3 years Service code 28 15521 MIDLOTHIAN TURNPIKE · MIDLOTHIAN, VA 23113 | Investment Management | $29,816 |
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 | $72,686 | $89,652-18.9% | $141,162-48.5% | $65,185+11.5% |
| Participation rate | 76.1% | 74.7%+1.4pp | 82.5%-6.4pp | 70.2%+5.9pp |
| Annual return | 22.95% | 32.79%-9.8pp | 71.39%-48.4pp | 29.38%-6.4pp |
| Employer contribution / active EE | $1,837 | $3,065-40.1% | $4,735-61.2% | $2,177-15.6% |
| Participant deferral / active EE | $4,238 | $5,691-25.5% | $6,709-36.8% | $3,514+20.6% |
| Admin fee / account holder | $242 | $569-57.4% | $10,261-97.6% | $847-71.4% |