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 |
|---|---|---|
GENWORTH FINANCIAL ADVISORS3+ years Service code 27 · EIN 36-3120284 | Advisory (Plan) | $24,341 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,633 | $51,466-50.2% | $78,778-67.5% | $62,292-58.9% |
| Participation rate | 88.6% | 59.8%+28.8pp | 69.2%+19.4pp | 69.5%+19.1pp |
| Annual return | 11.82% | 19.96%-8.1pp | 35.62%-23.8pp | 28.90%-17.1pp |
| Employer contribution / active EE | $0 | $827-100.0% | $1,986-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $0 | $2,147-100.0% | $2,958-100.0% | $3,169-100.0% |
| Admin fee / account holder | $221 | $489-54.8% | $5,134-95.7% | $479-53.8% |