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: CWM LLC Service code 16 13321 CALIFORNIA STREET SUITE 100 · OMAHA, NE 68154 | Consulting | $22,153 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $1,350 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,203 | $70,908+142.9% | $98,907+74.1% | $73,488+134.3% |
| Participation rate | 100.0% | 73.8%+26.2pp | 76.0%+24.0pp | 70.7%+29.3pp |
| Annual return | 41.18% | 34.17%+7.0pp | 196.43%-155.3pp | 28.51%+12.7pp |
| Employer contribution / active EE | $7,233 | $2,036+255.2% | $2,689+169.0% | $2,270+218.6% |
| Participant deferral / active EE | $10,187 | $3,500+191.1% | $4,244+140.0% | $3,740+172.4% |
| Admin fee / account holder | $86 | $535-83.9% | $6,642-98.7% | $513-83.2% |