Filed June 10, 2022
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 |
|---|---|---|
ARISTA WEALTH MANAGEMENT1 year Filed as: ARISTA WEALTH MANAGEMENT LLC Service code 27 · EIN 20-5148461 | Advisory (Plan) | $29,328 |
Service code 37 · EIN 04-2647786 | Loan Processing | $27,003 |
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 | $59,562 | $136,307-56.3% | $177,821-66.5% | $73,488-19.0% |
| Participation rate | 95.8% | 86.1%+9.7pp | 87.7%+8.0pp | 70.7%+25.1pp |
| Annual return | 11.92% | 18.68%-6.8pp | 48.32%-36.4pp | 28.51%-16.6pp |
| Employer contribution / active EE | $3,252 | $3,712-12.4% | $5,918-45.1% | $2,270+43.2% |
| Participant deferral / active EE | $4,363 | $5,829-25.1% | $7,714-43.4% | $3,740+16.7% |
| Admin fee / account holder | $272 | $596-54.4% | $12,427-97.8% | $513-47.1% |