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, LLP8+ years Service code 10 · EIN 54-0737372 701 TOWN CENTER DRIVE, SUITE 900 · NEWPORT NEWS, VA 23606 | Accounting | $3,450 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,815 | $65,061-40.3% | $143,757-73.0% | $66,914-42.0% |
| Participation rate | 85.0% | 65.2%+19.8pp | 80.3%+4.7pp | 69.8%+15.2pp |
| Annual return | -17.30% | -11.14%-6.2pp | -0.04%-17.3pp | 1.58%-18.9pp |
| Employer contribution / active EE | $1,966 | $2,361-16.7% | $4,951-60.3% | $2,544-22.7% |
| Participant deferral / active EE | $3,561 | $2,919+22.0% | $5,637-36.8% | $4,237-16.0% |
| Admin fee / account holder | $19 | $502-96.2% | $14,673-99.9% | $593-96.8% |