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 1007 SLATER ROAD · DURHAM, NC 27703 | Advisory (Participants) | $16,351 |
Service code 13 · EIN 56-2263714 | Contract Administrator | $1,613 |
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 | $26,271 | $58,726-55.3% | $92,233-71.5% | $62,292-57.8% |
| Participation rate | 50.6% | 68.3%-17.7pp | 76.5%-25.8pp | 69.5%-18.9pp |
| Annual return | 18.09% | 43.62%-25.5pp | 176.28%-158.2pp | 28.90%-10.8pp |
| Employer contribution / active EE | $817 | $2,392-65.9% | $3,679-77.8% | $2,042-60.0% |
| Participant deferral / active EE | $1,515 | $2,766-45.2% | $3,897-61.1% | $3,169-52.2% |
| Admin fee / account holder | $97 | $556-82.7% | $5,194-98.1% | $479-79.9% |