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: ELLIOTT COVE CAPITAL Service code 26 · EIN 82-0579238 | Advisory (Participants) | $13,135 |
Service code 12 · EIN 83-3455979 | Direct payment from the plan; Claims ... | $5,872 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $23,996 | $50,199-52.2% | $70,092-65.8% | $66,914-64.1% |
| Participation rate | 56.3% | 66.3%-10.0pp | 70.5%-14.2pp | 69.8%-13.5pp |
| Annual return | -12.31% | -13.85%+1.5pp | 190.73%-203.0pp | 1.58%-13.9pp |
| Employer contribution / active EE | $303 | $1,864-83.7% | $2,559-88.1% | $2,544-88.1% |
| Participant deferral / active EE | $2,205 | $3,112-29.2% | $3,849-42.7% | $4,237-48.0% |
| Admin fee / account holder | $198 | $600-67.0% | $6,267-96.8% | $593-66.6% |