See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 6-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ALTUS WEALTH MANAGEMENT, LLC1+ years Filed as: ALTUS HEALTH SYSTEM OPCO, LLC Service code 12 · EIN 20-0529591 | Float revenue; Direct payment from th... | $31,510 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,475 | $84,948-94.7% | $70,449-93.6% | $73,409-93.9% |
| Participation rate | 94.4% | 79.9%+14.4pp | 75.1%+19.3pp | 72.2%+22.2pp |
| Annual return | 0.00% | 13.39%-13.4pp | 109.03%-109.0pp | 59.29%-59.3pp |
| Employer contribution / active EE | $1,780 | $2,834-37.2% | $2,737-34.9% | $2,234-20.3% |
| Participant deferral / active EE | $1,917 | $3,387-43.4% | $3,709-48.3% | $3,805-49.6% |
| Admin fee / account holder | $84 | $98-14.6% | $3,845-97.8% | $158-46.9% |