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 |
|---|---|---|
ARETE WEALTH ADVISORS LLC7 years Service code 27 · EIN 26-1314502 1101 W LAKE ST · CHICAGO, IA 60607 | Advisory (Plan) | $47,497 |
Filed as: TRANSITION FINANCIAL STRATEGIES Service code 15 · EIN 13-4238973 154 HANSEN ROAD · CHARLOTTESVILLE, VA 22911 | Recordkeeping | $42,087 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,902 | $95,274-30.8% | $135,903-51.5% | $74,419-11.4% |
| Participation rate | 99.7% | 78.2%+21.5pp | 81.9%+17.8pp | 70.7%+29.0pp |
| Annual return | 21.06% | 32.77%-11.7pp | 68.23%-47.2pp | 34.38%-13.3pp |
| Employer contribution / active EE | $3,524 | $3,874-9.0% | $4,856-27.4% | $2,637+33.6% |
| Participant deferral / active EE | $0 | $7,782-100.0% | $7,758-100.0% | $4,528-100.0% |
| Admin fee / account holder | $215 | $266-19.3% | $10,762-98.0% | $348-38.2% |