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 9-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 |
|---|---|---|
INVESTACORP6+ years Filed as: INVESTACORP ADVISORY SERVICES Service code 55 2699 STIRLING ROAD, SUITE A200 · FT. LAUDERDALE, FL 33312 | Other Commissions | $27,759 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,743 | $84,487-55.3% | $125,339-69.9% | $66,914-43.6% |
| Participation rate | 77.4% | 76.4%+1.0pp | 82.4%-5.0pp | 69.8%+7.6pp |
| Annual return | -15.76% | -8.39%-7.4pp | 572.05%-587.8pp | 1.58%-17.3pp |
| Employer contribution / active EE | $3,204 | $3,553-9.8% | $4,814-33.4% | $2,544+25.9% |
| Participant deferral / active EE | $5,176 | $6,781-23.7% | $7,446-30.5% | $4,237+22.2% |
| Admin fee / account holder | $194 | $685-71.6% | $10,010-98.1% | $593-67.3% |