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 ABBETT2+ years Filed as: LORD ABBETT RETIREMENT SERVICES Service code 19 90 HUDSON STREET · JERSEY CITY, NJ 073023973 | Securities Custodian | $510 |
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 | $37,837 | $46,732-19.0% | $156,549-75.8% | $55,167-31.4% |
| Participation rate | 18.3% | 65.8%-47.5pp | 84.0%-65.7pp | 69.0%-50.7pp |
| Annual return | 10.05% | 17.72%-7.7pp | 32.23%-22.2pp | 169.23%-159.2pp |
| Employer contribution / active EE | $380 | $2,105-81.9% | $5,501-93.1% | $1,963-80.6% |
| Participant deferral / active EE | $770 | $2,204-65.1% | $4,871-84.2% | $3,054-74.8% |
| Admin fee / account holder | $13 | $418-96.9% | $13,027-99.9% | $504-97.4% |