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 MANAGEMENT3 years Service code 26 · EIN 42-1582751 | Advisory (Participants) | $5,391 |
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 | $24,106 | $58,879-59.1% | $178,490-86.5% | $73,488-67.2% |
| Participation rate | 42.0% | 66.2%-24.2pp | 81.9%-39.9pp | 70.7%-28.7pp |
| Annual return | 10.52% | 24.86%-14.3pp | 151.07%-140.6pp | 28.51%-18.0pp |
| Employer contribution / active EE | $724 | $2,236-67.6% | $5,011-85.5% | $2,270-68.1% |
| Participant deferral / active EE | $1,241 | $2,567-51.7% | $5,202-76.1% | $3,740-66.8% |
| Admin fee / account holder | $150 | $400-62.5% | $13,984-98.9% | $513-70.8% |