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, LLP5+ years Service code 10 · EIN 54-0737372 701 TOWN CENTER DRIVE STE 900 · NEWPORT NEWS, VA 23606 | Accounting | $4,015 |
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 | $31,725 | $52,953-40.1% | $172,739-81.6% | $65,185-51.3% |
| Participation rate | 92.0% | 66.2%+25.8pp | 82.6%+9.4pp | 70.2%+21.8pp |
| Annual return | 22.71% | 30.12%-7.4pp | 802.84%-780.1pp | 29.38%-6.7pp |
| Employer contribution / active EE | $1,786 | $2,190-18.5% | $5,143-65.3% | $2,177-18.0% |
| Participant deferral / active EE | $3,259 | $2,471+31.9% | $5,198-37.3% | $3,514-7.2% |
| Admin fee / account holder | $24 | $472-95.0% | $13,954-99.8% | $847-97.2% |