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 INC3 years Service code 55 · EIN 22-2361254 | Other Commissions | $32,694 |
Service code 37 · EIN 04-2647786 | Loan Processing | $388 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,616 | $84,936+17.3% | $111,297-10.5% | $79,386+25.5% |
| Participation rate | 98.3% | 75.9%+22.5pp | 77.3%+21.0pp | 70.7%+27.6pp |
| Annual return | 12.38% | 17.45%-5.1pp | 54.65%-42.3pp | 116.85%-104.5pp |
| Employer contribution / active EE | $2,463 | $1,979+24.4% | $2,731-9.8% | $2,427+1.5% |
| Participant deferral / active EE | $7,544 | $3,888+94.0% | $4,487+68.1% | $4,046+86.5% |
| Admin fee / account holder | $3 | $537-99.5% | $7,964-100.0% | $626-99.6% |