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 |
|---|---|---|
STEVEN M. THAGARD2 years Service code 26 · EIN 59-3206994 | Advisory (Participants) | $9,284 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $323,799 | $82,917+290.5% | $103,333+213.4% | $77,643+317.0% |
| Participation rate | 99.7% | 71.6%+28.1pp | 74.5%+25.2pp | 70.6%+29.1pp |
| Annual return | 51.14% | 19.13%+32.0pp | 24.88%+26.3pp | 31.24%+19.9pp |
| Employer contribution / active EE | $12,382 | $3,552+248.6% | $3,868+220.1% | $2,726+354.3% |
| Participant deferral / active EE | $0 | $4,108-100.0% | $5,057-100.0% | $4,647-100.0% |
| Admin fee / account holder | $24 | $638-96.3% | $8,355-99.7% | $430-94.5% |