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 |
|---|---|---|
FIRST LIGHT WEALTH ADVISORS6 years Service code 26 · EIN 82-4071291 76 EAST MAIN STREET · LITTLE FALLS, NJ 07424 | Advisory (Participants) | $0 |
Participant contribution per participant 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 | $17,933 | $78,485-77.2% | $106,213-83.1% | $74,495-75.9% |
| Participation rate | 100.0% | 72.8%+27.2pp | 75.3%+24.7pp | 67.2%+32.8pp |
| Annual return | 15.07% | 15.95%-0.9pp | 116.14%-101.1pp | 1364.94%-1349.9pp |
| Employer contribution / active EE | $967 | $2,523-61.7% | $3,171-69.5% | $2,623-63.1% |
| Participant deferral / active EE | $1,561 | $4,322-63.9% | $5,016-68.9% | $4,346-64.1% |
| Admin fee / account holder | $110 | $2,232-95.1% | $11,033-99.0% | $1,942-94.3% |