Filed October 4, 2022 (most recent of 4 filings on file)
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 |
|---|---|---|
CADARET GRANT & CO INC1 year Filed as: CADARET GRANT Service code 99 · EIN 22-2361254 | Other Fees | $39,778 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $46,480 | $36,916+25.9% | $156,549-70.3% | $57,658-19.4% |
| Participation rate | 31.5% | 63.4%-32.0pp | 84.0%-52.6pp | 70.2%-38.8pp |
| Annual return | 6.42% | 12.38%-6.0pp | 32.23%-25.8pp | 5.13%+1.3pp |
| Employer contribution / active EE | $641 | $1,571-59.2% | $5,501-88.3% | $1,974-67.5% |
| Participant deferral / active EE | $661 | $1,926-65.7% | $4,871-86.4% | $3,061-78.4% |
| Admin fee / account holder | $7 | $82-91.9% | $13,027-99.9% | $95-93.0% |