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 |
|---|---|---|
GORDON ASSET MANAGEMENT1 year Service code 26 · EIN 42-1582751 | Advisory (Participants) | $6,729 |
Service code 13 · EIN 56-2263714 | Contract Administrator | $597 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,070 | $47,977-60.3% | $154,107-87.6% | $56,287-66.1% |
| Participation rate | 41.3% | 66.2%-24.9pp | 83.0%-41.8pp | 69.9%-28.6pp |
| Annual return | 4.74% | 3.54%+1.2pp | 735.12%-730.4pp | -9.96%+14.7pp |
| Employer contribution / active EE | $602 | $2,169-72.2% | $5,298-88.6% | $2,111-71.5% |
| Participant deferral / active EE | $1,024 | $2,392-57.2% | $5,081-79.8% | $3,350-69.4% |
| Admin fee / account holder | $116 | $438-73.5% | $13,411-99.1% | $521-77.7% |