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.5+ years Service code 28 · EIN 91-1832814 | Investment Management | $27,503 |
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 | $212,140 | $89,652+136.6% | $141,162+50.3% | $65,185+225.4% |
| Participation rate | 99.5% | 74.7%+24.8pp | 82.5%+17.1pp | 70.2%+29.3pp |
| Annual return | 10.54% | 32.79%-22.3pp | 71.39%-60.9pp | 29.38%-18.8pp |
| Employer contribution / active EE | $18,919 | $3,065+517.3% | $4,735+299.6% | $2,177+769.2% |
| Participant deferral / active EE | $0 | $5,691-100.0% | $6,709-100.0% | $3,514-100.0% |
| Admin fee / account holder | $127 | $569-77.6% | $10,261-98.8% | $847-84.9% |