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 |
|---|---|---|
SEI INVESTMENTS8+ years Filed as: SEI Service code 27 · EIN 23-3060382 1 FREEDOM VALLEY DRIVE · OAKS, PA 19456 | Advisory (Plan) | $13,139 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,544 | $59,107-72.0% | $86,436-80.9% | $68,494-75.8% |
| Participation rate | 92.6% | 75.2%+17.3pp | 80.3%+12.2pp | 67.9%+24.7pp |
| Annual return | -24.01% | -0.23%-23.8pp | 4394.89%-4418.9pp | -7.84%-16.2pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $0 | $5,901-100.0% | $6,952-100.0% | $4,027-100.0% |
| Admin fee / account holder | $101 | $5,637-98.2% | $6,731-98.5% | $5,403-98.1% |