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 LLC8 years Service code 27 · EIN 26-1314502 1101 W LAKE ST · CHICAGO, IA 60607 | Advisory (Plan) | $55,112 |
Filed as: TRANSITION FINANCIAL STRATEGIES Service code 15 · EIN 13-4238973 154 HANSEN ROAD · CHARLOTTESVILLE, VA 22911 | Recordkeeping | $35,523 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,481 | $106,028-22.2% | $146,958-43.9% | $77,643+6.2% |
| Participation rate | 99.4% | 78.4%+21.1pp | 82.2%+17.3pp | 70.6%+28.9pp |
| Annual return | 34.98% | 56.73%-21.8pp | 418.34%-383.4pp | 31.24%+3.7pp |
| Employer contribution / active EE | $2,455 | $4,063-39.6% | $4,933-50.2% | $2,726-9.9% |
| Participant deferral / active EE | $0 | $7,990-100.0% | $8,070-100.0% | $4,647-100.0% |
| Admin fee / account holder | $201 | $337-40.3% | $12,998-98.5% | $430-53.2% |