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.6 years Service code 28 15521 MIDLOTHIAN TURNPIKE · MIDLOTHIAN, VA 23113 | Investment Management | $32,682 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,134 | $84,487-14.6% | $125,339-42.4% | $66,914+7.8% |
| Participation rate | 79.8% | 76.4%+3.4pp | 82.4%-2.5pp | 69.8%+10.0pp |
| Annual return | -16.70% | -8.39%-8.3pp | 572.05%-588.7pp | 1.58%-18.3pp |
| Employer contribution / active EE | $2,194 | $3,553-38.3% | $4,814-54.4% | $2,544-13.8% |
| Participant deferral / active EE | $5,451 | $6,781-19.6% | $7,446-26.8% | $4,237+28.7% |
| Admin fee / account holder | $238 | $685-65.3% | $10,010-97.6% | $593-59.9% |