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 INC2 years Service code 55 · EIN 22-2361254 | Other Commissions | $25,516 |
Service code 37 · EIN 04-2647786 | Loan Processing | $413 |
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 | $90,991 | $73,638+23.6% | $95,952-5.2% | $73,488+23.8% |
| Participation rate | 98.2% | 76.2%+22.0pp | 77.1%+21.1pp | 70.7%+27.5pp |
| Annual return | 16.59% | 16.78%-0.2pp | 91.61%-75.0pp | 28.51%-11.9pp |
| Employer contribution / active EE | $2,499 | $1,863+34.1% | $2,541-1.7% | $2,270+10.1% |
| Participant deferral / active EE | $7,065 | $3,617+95.3% | $4,167+69.6% | $3,740+88.9% |
| Admin fee / account holder | $3 | $482-99.4% | $6,795-100.0% | $513-99.4% |