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.6+ years Service code 28 · EIN 91-1832814 | Investment Management | $33,412 |
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 | $241,507 | $99,957+141.6% | $149,696+61.3% | $73,488+228.6% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.5%+17.5pp | 70.7%+29.3pp |
| Annual return | 5.15% | 53.87%-48.7pp | 276.60%-271.4pp | 28.51%-23.4pp |
| Employer contribution / active EE | $19,718 | $3,191+517.9% | $4,644+324.6% | $2,270+768.6% |
| Participant deferral / active EE | $0 | $6,073-100.0% | $6,842-100.0% | $3,740-100.0% |
| Admin fee / account holder | $143 | $551-74.0% | $9,309-98.5% | $513-72.1% |