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 | $29,761 |
Filed as: CIBC PRIVATE WEALTH ADVISORS INC Service code 27 · EIN 20-0822261 | Advisory (Plan) | $22,628 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,665 | $100,923-23.0% | $150,045-48.2% | $74,304+4.5% |
| Participation rate | 96.2% | 70.1%+26.1pp | 82.3%+13.9pp | 60.3%+35.9pp |
| Annual return | 21.27% | 51.77%-30.5pp | 62.55%-41.3pp | 29.43%-8.2pp |
| Employer contribution / active EE | $1,781 | $3,463-48.6% | $4,693-62.1% | $2,241-20.5% |
| Participant deferral / active EE | $9,220 | $6,709+37.4% | $7,997+15.3% | $3,767+144.7% |
| Admin fee / account holder | $288 | $2,767-89.6% | $13,435-97.9% | $2,969-90.3% |