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 MANAGEMENT10+ years Filed as: MARIETTA WEALTH Service code 21 472 N SESSIONS ST UNIT 24 · MARIETTA, GA 30060 | Bank Trustee | $35,184 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $19,705 | $108,549-81.8% | $156,263-87.4% | $85,563-77.0% |
| Participation rate | 31.8% | 77.1%-45.3pp | 78.9%-47.1pp | 66.0%-34.2pp |
| Annual return | 7.41% | 21.79%-14.4pp | 59.47%-52.1pp | 31.51%-24.1pp |
| Employer contribution / active EE | $0 | $2,690-100.0% | $4,333-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $0 | $4,800-100.0% | $6,158-100.0% | $4,375-100.0% |
| Admin fee / account holder | $143 | $650-78.0% | $14,255-99.0% | $834-82.9% |