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 |
|---|---|---|
INVESTACORP8+ years Filed as: INVESTACORP ADVISORY SERVICES Service code 55 2699 STIRLING ROAD, SUITE A200 · FT. LAUERDALE, FL 33312 | Other Commissions | $44,073 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,362 | $101,317-39.4% | $146,958-58.2% | $74,495-17.6% |
| Participation rate | 72.4% | 75.5%-3.1pp | 82.2%-9.7pp | 67.2%+5.2pp |
| Annual return | 16.34% | 8730.91%-8714.6pp | 418.34%-402.0pp | 1364.94%-1348.6pp |
| Employer contribution / active EE | $3,240 | $3,810-15.0% | $4,933-34.3% | $2,623+23.5% |
| Participant deferral / active EE | $5,135 | $7,303-29.7% | $8,070-36.4% | $4,346+18.2% |
| Admin fee / account holder | $0 | $1,739-100.0% | $12,998-100.0% | $1,942-100.0% |