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 |
|---|---|---|
SNOWDEN CAPITAL ADVISORS LLC1+ years Service code 27 660 MADISON AVE · NEW YORK, NY 10065 | Advisory (Plan) | $16,047 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,146 |
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 | $50,703 | $57,108-11.2% | $94,224-46.2% | $52,331-3.1% |
| Participation rate | 60.3% | 72.9%-12.6pp | 78.8%-18.5pp | 68.1%-7.8pp |
| Annual return | -0.85% | 1.47%-2.3pp | 10.68%-11.5pp | 4.54%-5.4pp |
| Employer contribution / active EE | $484 | $1,735-72.1% | $3,587-86.5% | $1,882-74.3% |
| Participant deferral / active EE | $2,623 | $3,040-13.7% | $4,320-39.3% | $3,022-13.2% |
| Admin fee / account holder | $191 | $546-65.1% | $6,269-97.0% | $592-67.7% |