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.4 years Service code 28 15521 MIDLOTHIAN TURNPIKE · MIDLOTHIAN, VA 23113 | Investment Management | $32,195 |
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 | $82,399 | $99,957-17.6% | $149,696-45.0% | $73,488+12.1% |
| Participation rate | 80.6% | 75.7%+4.9pp | 82.5%-1.9pp | 70.7%+9.9pp |
| Annual return | 15.66% | 53.87%-38.2pp | 276.60%-260.9pp | 28.51%-12.8pp |
| Employer contribution / active EE | $1,761 | $3,191-44.8% | $4,644-62.1% | $2,270-22.4% |
| Participant deferral / active EE | $4,498 | $6,073-25.9% | $6,842-34.3% | $3,740+20.3% |
| Admin fee / account holder | $245 | $551-55.5% | $9,309-97.4% | $513-52.3% |