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.5 years Service code 99 · EIN 81-3666918 | Other Fees | $42,058 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,179 | $50,815-17.0% | $155,509-72.9% | $77,643-45.7% |
| Participation rate | 92.5% | 63.1%+29.4pp | 78.2%+14.3pp | 70.6%+21.9pp |
| Annual return | 14.58% | 34.80%-20.2pp | 64.67%-50.1pp | 31.24%-16.7pp |
| Employer contribution / active EE | $3,819 | $1,993+91.7% | $4,672-18.3% | $2,726+40.1% |
| Participant deferral / active EE | $4,040 | $2,822+43.2% | $5,626-28.2% | $4,647-13.1% |
| Admin fee / account holder | $210 | $437-51.9% | $15,912-98.7% | $430-51.2% |