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 MANAGEMENT2+ years Service code 26 · EIN 42-1582751 1007 SLATER ROAD · DURHAM, NC 27703 | Advisory (Participants) | $0 |
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 | $23,418 | $52,884-55.7% | $84,750-72.4% | $55,167-57.6% |
| Participation rate | 46.2% | 67.5%-21.4pp | 76.6%-30.4pp | 69.0%-22.8pp |
| Annual return | 8.07% | 18.03%-10.0pp | 22.78%-14.7pp | 169.23%-161.2pp |
| Employer contribution / active EE | $775 | $2,233-65.3% | $3,574-78.3% | $1,963-60.5% |
| Participant deferral / active EE | $1,429 | $2,644-45.9% | $3,712-61.5% | $3,054-53.2% |
| Admin fee / account holder | $107 | $581-81.5% | $5,332-98.0% | $504-78.7% |