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 |
|---|---|---|
INVESTACORP9+ years Filed as: INVESTACORP ADVISORY SERVICES Service code 55 2699 STIRLING ROAD, SUITE A200 · FT. LAUERDALE, FL 33312 | Other Commissions | $50,367 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,572 | $100,923-30.1% | $150,045-53.0% | $74,304-5.0% |
| Participation rate | 73.6% | 70.1%+3.6pp | 82.3%-8.7pp | 60.3%+13.3pp |
| Annual return | 18.70% | 51.77%-33.1pp | 62.55%-43.8pp | 29.43%-10.7pp |
| Employer contribution / active EE | $3,483 | $3,463+0.6% | $4,693-25.8% | $2,241+55.4% |
| Participant deferral / active EE | $5,422 | $6,709-19.2% | $7,997-32.2% | $3,767+43.9% |
| Admin fee / account holder | $0 | $2,767-100.0% | $13,435-100.0% | $2,969-100.0% |