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 9-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: SEACREST WEALTH MANAGEMENT, LLC Service code 26 · EIN 26-2338030 3000 WESTCHESTER AVE. · PURCHASE, NY 10577 | Advisory (Participants) | $8,541 |
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 | $54,495 | $65,061-16.2% | $143,757-62.1% | $66,914-18.6% |
| Participation rate | 20.9% | 65.2%-44.3pp | 80.3%-59.4pp | 69.8%-48.9pp |
| Annual return | -15.95% | -11.14%-4.8pp | -0.04%-15.9pp | 1.58%-17.5pp |
| Employer contribution / active EE | $505 | $2,361-78.6% | $4,951-89.8% | $2,544-80.2% |
| Participant deferral / active EE | $1,336 | $2,919-54.2% | $5,637-76.3% | $4,237-68.5% |
| Admin fee / account holder | $201 | $502-60.0% | $14,673-98.6% | $593-66.1% |