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 |
|---|---|---|
Filed as: DLK INVESTMENT MANAGEMENT Service code 99 · EIN 26-3614193 | Other Fees | $16,406 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,112 | $50,982-21.3% | $154,803-74.1% | $85,563-53.1% |
| Participation rate | 46.9% | 59.8%-12.9pp | 78.1%-31.2pp | 66.0%-19.1pp |
| Annual return | 17.19% | 30.35%-13.2pp | 58.88%-41.7pp | 31.51%-14.3pp |
| Employer contribution / active EE | $1,178 | $1,708-31.0% | $4,305-72.6% | $2,654-55.6% |
| Participant deferral / active EE | $2,104 | $2,474-14.9% | $5,540-62.0% | $4,375-51.9% |
| Admin fee / account holder | $82 | $846-90.3% | $14,329-99.4% | $834-90.2% |