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 9-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 |
|---|---|---|
NEWEDGE ADVISORS LLC2 years Filed as: NEWEDGE SECURITIES, INC. Service code 28 1251 WATERFRONT PLACE · PITTSBURGH, PA 15222 | Investment Management | $68,368 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,084 | $79,171-48.1% | $102,423-59.9% | $74,495-44.8% |
| Participation rate | 97.9% | 74.8%+23.1pp | 76.5%+21.4pp | 67.2%+30.7pp |
| Annual return | 21.73% | 54.93%-33.2pp | 29.32%-7.6pp | 1364.94%-1343.2pp |
| Employer contribution / active EE | $4,643 | $2,362+96.5% | $3,023+53.6% | $2,623+77.0% |
| Participant deferral / active EE | $0 | $4,415-100.0% | $5,053-100.0% | $4,346-100.0% |
| Admin fee / account holder | $269 | $2,001-86.5% | $9,451-97.2% | $1,942-86.1% |