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 |
|---|---|---|
NEWEDGE ADVISORS LLC1 year Filed as: NEWEDGE ADVISORS Service code 27 · EIN 46-0854203 412 SETTLERS TRACE · LAFAYETTE, LA 70508 | Advisory (Plan) | $54,780 |
Service code 37 · EIN 04-2647786 | Loan Processing | $47,145 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,804 | $49,693+26.4% | $70,515-10.9% | $74,419-15.6% |
| Participation rate | 47.8% | 64.7%-16.8pp | 68.3%-20.5pp | 70.7%-22.9pp |
| Annual return | 19.56% | 21.22%-1.7pp | 32.77%-13.2pp | 34.38%-14.8pp |
| Employer contribution / active EE | $1,315 | $1,773-25.8% | $2,973-55.8% | $2,637-50.1% |
| Participant deferral / active EE | $6,225 | $3,376+84.4% | $4,567+36.3% | $4,528+37.5% |
| Admin fee / account holder | $238 | $316-24.6% | $6,412-96.3% | $348-31.5% |