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 |
|---|---|---|
Filed as: CWM, LLC Service code 99 · EIN 27-4011107 | Other Fees | $29,335 |
ACTUARIES & ASSOCIATES1 year Filed as: ACTUARIES AND ASSOCIATES Service code 26 · EIN 76-0018527 | Advisory (Participants) | $0 |
MORNINGSTAR1 year Filed as: MORNINGSTART Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,021 | $77,660-31.7% | $109,143-51.4% | $79,386-33.2% |
| Participation rate | 34.8% | 67.8%-33.0pp | 75.9%-41.1pp | 70.7%-35.9pp |
| Annual return | 11.57% | 23.44%-11.9pp | 25.75%-14.2pp | 116.85%-105.3pp |
| Employer contribution / active EE | $1,360 | $2,797-51.4% | $3,722-63.5% | $2,427-44.0% |
| Participant deferral / active EE | $2,435 | $3,518-30.8% | $4,653-47.7% | $4,046-39.8% |
| Admin fee / account holder | $27 | $732-96.3% | $6,752-99.6% | $626-95.6% |