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 |
|---|---|---|
INVESTACORP7+ years Filed as: INVESTACORP ADVISORY SERVICES Service code 55 2699 STIRLING ROAD, SUITE A200 · FT. LAUERDALE, FL 33312 | Other Commissions | $32,537 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,072 | $91,407-35.4% | $135,903-56.5% | $71,457-17.3% |
| Participation rate | 70.1% | 75.7%-5.5pp | 81.9%-11.8pp | 67.9%+2.2pp |
| Annual return | 20.39% | 29.90%-9.5pp | 68.23%-47.8pp | 28.85%-8.5pp |
| Employer contribution / active EE | $3,158 | $3,703-14.7% | $4,856-35.0% | $2,588+22.0% |
| Participant deferral / active EE | $5,051 | $7,092-28.8% | $7,758-34.9% | $4,289+17.8% |
| Admin fee / account holder | $283 | $1,266-77.6% | $10,762-97.4% | $1,587-82.2% |