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 DARCHUCK3 years Service code 27 · EIN 27-1265090 30 RAGSDALE DR. SUITE 100 · MONTEREY, CA 939407811 | Advisory (Plan) | $0 |
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 | $70,197 | $63,114+11.2% | $92,893-24.4% | $65,185+7.7% |
| Participation rate | 79.7% | 68.8%+10.9pp | 76.0%+3.7pp | 70.2%+9.5pp |
| Annual return | 3.78% | 28.75%-25.0pp | 109.41%-105.6pp | 29.38%-25.6pp |
| Employer contribution / active EE | $5,637 | $2,571+119.3% | $3,653+54.3% | $2,177+159.0% |
| Participant deferral / active EE | $3,128 | $3,108+0.6% | $4,236-26.2% | $3,514-11.0% |
| Admin fee / account holder | $202 | $624-67.6% | $5,794-96.5% | $847-76.1% |