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 |
|---|---|---|
GWM ADVISORS LLC2 years Service code 99 · EIN 46-0854203 | Other Fees | $8,037 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $5,898 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,967 | $106,236-80.3% | $112,228-81.3% | $64,808-67.6% |
| Participation rate | 25.6% | 71.7%-46.0pp | 75.1%-49.4pp | 71.5%-45.8pp |
| Annual return | -0.91% | -6.02%+5.1pp | 27.45%-28.4pp | 32.82%-33.7pp |
| Employer contribution / active EE | $1,404 | $3,166-55.7% | $3,635-61.4% | $2,506-44.0% |
| Participant deferral / active EE | $1,487 | $3,785-60.7% | $4,728-68.5% | $4,310-65.5% |
| Admin fee / account holder | $36 | $452-92.0% | $6,410-99.4% | $188-80.8% |