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 |
|---|---|---|
WATERMARK ASSET MANAGEMENT, INC.4+ years Service code 28 · EIN 91-1832814 | Investment Management | $22,209 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $201,598 | $73,102+175.8% | $123,544+63.2% | $56,287+258.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 82.3%+17.7pp | 69.9%+30.1pp |
| Annual return | 22.23% | 3.01%+19.2pp | 119.20%-97.0pp | -9.96%+32.2pp |
| Employer contribution / active EE | $18,317 | $2,977+515.3% | $4,628+295.8% | $2,111+767.7% |
| Participant deferral / active EE | $0 | $5,423-100.0% | $6,426-100.0% | $3,350-100.0% |
| Admin fee / account holder | $131 | $554-76.3% | $9,284-98.6% | $521-74.8% |