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 |
|---|---|---|
Service code 27 1802 BAYBERRY CT STE 400 · RICHMOND, VA 23226 | Advisory (Plan) | $4,591 |
CHERRY BEKAERT LLP1 year Filed as: CHERRY BEKAERT & HOLLAND, LLP Service code 10 222 CENTRAL PARK AVE · VIRGINIA BEACH, VA 234623032 | Accounting | $3,694 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $622 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $600 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $17,457 | $73,638-76.3% | $95,952-81.8% | $73,488-76.2% |
| Participation rate | 93.7% | 76.2%+17.5pp | 77.1%+16.6pp | 70.7%+23.0pp |
| Annual return | 26.46% | 16.78%+9.7pp | 91.61%-65.1pp | 28.51%-2.0pp |
| Employer contribution / active EE | $1,939 | $1,863+4.1% | $2,541-23.7% | $2,270-14.6% |
| Participant deferral / active EE | $2,396 | $3,617-33.7% | $4,167-42.5% | $3,740-35.9% |
| Admin fee / account holder | $63 | $482-86.9% | $6,795-99.1% | $513-87.7% |