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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $26,333 |
Filed as: CIBC PRIVATE WEALTH ADVISORS INC Service code 27 · EIN 20-0822261 | Advisory (Plan) | $15,338 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,785 | $101,317-41.0% | $146,958-59.3% | $74,495-19.7% |
| Participation rate | 94.2% | 75.5%+18.7pp | 82.2%+12.0pp | 67.2%+27.0pp |
| Annual return | 16.69% | 8730.91%-8714.2pp | 418.34%-401.7pp | 1364.94%-1348.3pp |
| Employer contribution / active EE | $1,756 | $3,810-53.9% | $4,933-64.4% | $2,623-33.0% |
| Participant deferral / active EE | $8,619 | $7,303+18.0% | $8,070+6.8% | $4,346+98.3% |
| Admin fee / account holder | $253 | $1,739-85.5% | $12,998-98.1% | $1,942-87.0% |