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 |
|---|---|---|
DAN DARCHUCK1 year Service code 27 · EIN 27-1265090 30 RAGSDALE DR. SUITE 100 · MONTEREY, CA 939407811 | Advisory (Plan) | $7,228 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $59,228 | $58,726+0.9% | $92,233-35.8% | $62,292-4.9% |
| Participation rate | 84.3% | 68.3%+15.9pp | 76.5%+7.8pp | 69.5%+14.7pp |
| Annual return | 9.74% | 43.62%-33.9pp | 176.28%-166.5pp | 28.90%-19.2pp |
| Employer contribution / active EE | $2,778 | $2,392+16.1% | $3,679-24.5% | $2,042+36.0% |
| Participant deferral / active EE | $7,309 | $2,766+164.3% | $3,897+87.6% | $3,169+130.6% |
| Admin fee / account holder | $89 | $556-83.9% | $5,194-98.3% | $479-81.3% |