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 | $56,047+0.1% | $98,716-43.1% | $79,634-29.5% |
| Participation rate | 99.4% | 54.6%+44.7pp | 69.3%+30.1pp | 62.5%+36.9pp |
| Annual return | 14.83% | 17.58%-2.8pp | 31.81%-17.0pp | 36.46%-21.6pp |
| Employer contribution / active EE | $4,454 | $1,237+260.0% | $2,279+95.5% | $2,529+76.1% |
| Participant deferral / active EE | $0 | $2,469-100.0% | $4,048-100.0% | $3,835-100.0% |
| Admin fee / account holder | $7 | $1,512-99.5% | $8,703-99.9% | $1,002-99.3% |