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 |
|---|---|---|
R.L. EVANS CO., INC.1 year Filed as: RL EVANS CO. INC. Service code 72 · EIN 91-0849754 | Other investment fees and expenses | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,137 | $54,573+68.8% | $90,951+1.3% | $73,488+25.4% |
| Participation rate | 79.5% | 61.2%+18.3pp | 69.0%+10.5pp | 70.7%+8.8pp |
| Annual return | 14.49% | 16.69%-2.2pp | 134.60%-120.1pp | 28.51%-14.0pp |
| Employer contribution / active EE | $1,113 | $991+12.2% | $2,122-47.6% | $2,270-51.0% |
| Participant deferral / active EE | $4,722 | $2,517+87.6% | $3,373+40.0% | $3,740+26.3% |
| Admin fee / account holder | $6 | $521-98.8% | $5,959-99.9% | $513-98.8% |