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 INC4 years Service code 27 · EIN 22-2361254 | Advisory (Plan) | $12,544 |
Service code 37 · EIN 04-2647786 | Loan Processing | $11,939 |
Filed as: MCGILL, POWER, BELL & ASSOCIATES, Service code 10 · EIN 25-1031405 | Accounting | $10,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,517 | $92,055-41.9% | $106,213-49.6% | $77,643-31.1% |
| Participation rate | 83.0% | 81.0%+2.0pp | 75.3%+7.7pp | 70.6%+12.5pp |
| Annual return | 13.71% | 17.91%-4.2pp | 116.14%-102.4pp | 31.24%-17.5pp |
| Employer contribution / active EE | $0 | $3,367-100.0% | $3,171-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $2,783 | $5,386-48.3% | $5,016-44.5% | $4,647-40.1% |
| Admin fee / account holder | $128 | $219-41.5% | $11,033-98.8% | $430-70.2% |