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 | $46,464-13.7% | $150,298-73.3% | $79,634-49.6% |
| Participation rate | 46.9% | 57.0%-10.1pp | 77.8%-30.9pp | 62.5%-15.6pp |
| Annual return | 17.19% | 27.89%-10.7pp | 62.79%-45.6pp | 36.46%-19.3pp |
| Employer contribution / active EE | $1,178 | $1,512-22.1% | $4,154-71.6% | $2,529-53.4% |
| Participant deferral / active EE | $2,104 | $2,157-2.4% | $5,453-61.4% | $3,835-45.1% |
| Admin fee / account holder | $82 | $891-90.8% | $14,116-99.4% | $1,002-91.8% |