Filed August 19, 2021
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 |
|---|---|---|
AVINA FINANCIAL GROUP INC.4 years Service code 99 · EIN 81-3666918 | Other Fees | $33,216 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,614 | $61,272-50.0% | $149,673-79.5% | $71,457-57.2% |
| Participation rate | 97.8% | 62.5%+35.3pp | 78.8%+19.0pp | 67.9%+29.8pp |
| Annual return | 17.77% | 35.85%-18.1pp | 134.42%-116.6pp | 28.85%-11.1pp |
| Employer contribution / active EE | $4,403 | $2,378+85.1% | $4,818-8.6% | $2,588+70.2% |
| Participant deferral / active EE | $4,359 | $2,917+49.4% | $5,680-23.3% | $4,289+1.6% |
| Admin fee / account holder | $138 | $1,261-89.1% | $13,210-99.0% | $1,587-91.3% |