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 DARCHUCK4 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 | $65,281 | $69,362-5.9% | $101,248-35.5% | $73,488-11.2% |
| Participation rate | 90.4% | 68.4%+22.0pp | 75.8%+14.6pp | 70.7%+19.7pp |
| Annual return | -6.16% | 18.46%-24.6pp | 46.47%-52.6pp | 28.51%-34.7pp |
| Employer contribution / active EE | $6,416 | $2,628+144.1% | $3,660+75.3% | $2,270+182.6% |
| Participant deferral / active EE | $4,119 | $3,300+24.8% | $4,370-5.7% | $3,740+10.2% |
| Admin fee / account holder | $280 | $704-60.2% | $5,945-95.3% | $513-45.4% |