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 |
|---|---|---|
EVANSON ASSET MANAGEMENT2+ years Service code 28 3483 GREENFIELD PLACE · CARMEL, CA 93923 | Investment Management | $0 |
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 | $673,038 | $46,732+1340.2% | $156,549+329.9% | $55,167+1120.0% |
| Participation rate | 100.0% | 65.8%+34.2pp | 84.0%+16.0pp | 69.0%+31.0pp |
| Annual return | 8.37% | 17.72%-9.4pp | 32.23%-23.9pp | 169.23%-160.9pp |
| Employer contribution / active EE | $30,682 | $2,105+1357.5% | $5,501+457.7% | $1,963+1463.4% |
| Participant deferral / active EE | $5,302 | $2,204+140.5% | $4,871+8.8% | $3,054+73.6% |
| Admin fee / account holder | $48 | $418-88.5% | $13,027-99.6% | $504-90.5% |