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 |
|---|---|---|
LORD ABBETT1+ years Filed as: LORD ABBETT RETIREMENT SERVICES Service code 19 90 HUDSON STREET · JERSEY CITY, NJ 073023973 | Securities Custodian | $570 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,763 | $46,360-5.6% | $147,614-70.4% | $52,331-16.4% |
| Participation rate | 17.3% | 64.9%-47.7pp | 84.6%-67.4pp | 68.1%-50.8pp |
| Annual return | -2.66% | 1.62%-4.3pp | 61.98%-64.6pp | 4.54%-7.2pp |
| Employer contribution / active EE | $424 | $2,126-80.0% | $5,564-92.4% | $1,882-77.5% |
| Participant deferral / active EE | $740 | $2,258-67.2% | $4,895-84.9% | $3,022-75.5% |
| Admin fee / account holder | $13 | $766-98.3% | $11,611-99.9% | $592-97.8% |