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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $31,041 |
Filed as: CWM, LLC Service code 27 · EIN 27-4011107 | Advisory (Plan) | $22,145 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,049 | $65,061+44.6% | $143,757-34.6% | $66,914+40.6% |
| Participation rate | 68.0% | 65.2%+2.8pp | 80.3%-12.3pp | 69.8%-1.8pp |
| Annual return | -19.13% | -11.14%-8.0pp | -0.04%-19.1pp | 1.58%-20.7pp |
| Employer contribution / active EE | $4,107 | $2,361+74.0% | $4,951-17.0% | $2,544+61.4% |
| Participant deferral / active EE | $7,911 | $2,919+171.0% | $5,637+40.3% | $4,237+86.7% |
| Admin fee / account holder | $243 | $502-51.7% | $14,673-98.3% | $593-59.1% |