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 7-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 |
|---|---|---|
TUCKER ARENSBERG1 year Filed as: TUCKER ASSET MANAGEMENT Service code 28 · EIN 47-2909656 | Investment Management | $5,682 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,469 | $106,028-75.0% | $146,958-82.0% | $77,643-65.9% |
| Participation rate | 98.6% | 78.4%+20.2pp | 82.2%+16.4pp | 70.6%+28.0pp |
| Annual return | 8.83% | 56.73%-47.9pp | 418.34%-409.5pp | 31.24%-22.4pp |
| Employer contribution / active EE | $7,050 | $4,063+73.5% | $4,933+42.9% | $2,726+158.6% |
| Participant deferral / active EE | $0 | $7,990-100.0% | $8,070-100.0% | $4,647-100.0% |
| Admin fee / account holder | $18 | $337-94.7% | $12,998-99.9% | $430-95.9% |