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 4-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 |
|---|---|---|
WEBSTERROGERS LLP2 years Filed as: WEBSTERROGERS FINANCIAL ADVISORS Service code 27 1411 SECOND LOOP ROAD · FLORENCE, SC 29505 | Advisory (Plan) | $9,826 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,954 | $54,517-83.6% | $75,972-88.2% | $74,495-88.0% |
| Participation rate | 82.0% | 60.3%+21.7pp | 69.1%+12.9pp | 67.2%+14.8pp |
| Annual return | 20.08% | 31.82%-11.7pp | 359.55%-339.5pp | 1364.94%-1344.9pp |
| Employer contribution / active EE | $598 | $1,777-66.4% | $2,685-77.7% | $2,623-77.2% |
| Participant deferral / active EE | $1,900 | $3,066-38.0% | $4,255-55.4% | $4,346-56.3% |
| Admin fee / account holder | $81 | $2,229-96.3% | $6,467-98.7% | $1,942-95.8% |