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 |
|---|---|---|
COURY FIRM ASSET MANAGEMENT2 years Filed as: COURY INVESTMENT ADVISORS, INC Service code 26 · EIN 23-2919782 600 GRANT STREET · PITTSBURGH, PA 15219 | Advisory (Participants) | $140,056 |
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 | $111,969 | $69,305+61.6% | $82,313+36.0% | $69,631+60.8% |
| Participation rate | 100.0% | 80.3%+19.7pp | 76.9%+23.1pp | 70.7%+29.3pp |
| Annual return | 14.60% | 21.47%-6.9pp | 25.88%-11.3pp | 27571.02%-27556.4pp |
| Employer contribution / active EE | $10,617 | $1,887+462.8% | $2,428+337.2% | $2,032+422.5% |
| Participant deferral / active EE | $3,257 | $3,568-8.7% | $3,706-12.1% | $3,224+1.0% |
| Admin fee / account holder | $290 | $97+198.8% | $5,608-94.8% | $110+163.0% |