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 LLC3 years Service code 99 · EIN 46-0854203 | Other Fees | $11,434 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $9,007 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,805 | $92,971-75.5% | $96,683-76.4% | $74,419-69.4% |
| Participation rate | 28.6% | 71.5%-42.9pp | 74.3%-45.7pp | 70.7%-42.1pp |
| Annual return | 26.33% | 37.49%-11.2pp | 35.69%-9.4pp | 34.38%-8.1pp |
| Employer contribution / active EE | $814 | $3,426-76.2% | $3,737-78.2% | $2,637-69.1% |
| Participant deferral / active EE | $1,528 | $3,970-61.5% | $4,878-68.7% | $4,528-66.3% |
| Admin fee / account holder | $44 | $633-93.0% | $6,730-99.3% | $348-87.3% |