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 |
|---|---|---|
Filed as: WCM INVESTMENT MANAGEMENT Service code 28 · EIN 95-3046237 | Investment Management | $7,995 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,121 | $56,767-1.1% | $101,794-44.9% | $85,563-34.4% |
| Participation rate | 99.4% | 57.6%+41.8pp | 69.2%+30.2pp | 66.0%+33.4pp |
| Annual return | 14.83% | 17.76%-2.9pp | 30.53%-15.7pp | 31.51%-16.7pp |
| Employer contribution / active EE | $4,454 | $1,112+300.5% | $2,289+94.6% | $2,654+67.8% |
| Participant deferral / active EE | $0 | $2,720-100.0% | $4,084-100.0% | $4,375-100.0% |
| Admin fee / account holder | $7 | $1,098-99.4% | $8,777-99.9% | $834-99.2% |