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 |
|---|---|---|
PBMARES, LLP4+ years Service code 10 · EIN 54-0737372 701 TOWN CENTER DRIVE STE 900 · NEWPORT NEWS, VA 23606 | Accounting | $2,875 |
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 | $24,413 | $47,977-49.1% | $154,107-84.2% | $56,287-56.6% |
| Participation rate | 86.4% | 66.2%+20.2pp | 83.0%+3.3pp | 69.9%+16.5pp |
| Annual return | -3.41% | 3.54%-6.9pp | 735.12%-738.5pp | -9.96%+6.6pp |
| Employer contribution / active EE | $1,611 | $2,169-25.7% | $5,298-69.6% | $2,111-23.7% |
| Participant deferral / active EE | $2,927 | $2,392+22.4% | $5,081-42.4% | $3,350-12.6% |
| Admin fee / account holder | $30 | $438-93.2% | $13,411-99.8% | $521-94.3% |