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 |
|---|---|---|
MARIETTA WEALTH MANAGEMENT9+ years Filed as: MARIETTA WEALTH Service code 21 472 N SESSIONS ST. · MARIETTA, GA 30060 | Bank Trustee | $31,474 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,771 | $89,436-77.9% | $164,813-88.0% | $77,643-74.5% |
| Participation rate | 38.0% | 78.6%-40.6pp | 78.6%-40.6pp | 70.6%-32.5pp |
| Annual return | 22.10% | 28.83%-6.7pp | 69.93%-47.8pp | 31.24%-9.1pp |
| Employer contribution / active EE | $0 | $2,569-100.0% | $4,341-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $0 | $4,897-100.0% | $6,031-100.0% | $4,647-100.0% |
| Admin fee / account holder | $117 | $339-65.6% | $12,690-99.1% | $430-72.9% |