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 |
|---|---|---|
PEAK RETIREMENT GROUP1 year Filed as: PEAK WEALTH SOLUTIONS INC Service code 27 29225 CHAGRIN BLVD 100 · PEPPERPIKE, OH 44122 | Advisory (Plan) | $25,040 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,875 | $91,407-33.4% | $135,903-55.2% | $71,457-14.8% |
| Participation rate | 90.9% | 75.7%+15.3pp | 81.9%+9.0pp | 67.9%+23.0pp |
| Annual return | 19.74% | 29.90%-10.2pp | 68.23%-48.5pp | 28.85%-9.1pp |
| Employer contribution / active EE | $1,821 | $3,703-50.8% | $4,856-62.5% | $2,588-29.6% |
| Participant deferral / active EE | $5,735 | $7,092-19.1% | $7,758-26.1% | $4,289+33.7% |
| Admin fee / account holder | $150 | $1,266-88.2% | $10,762-98.6% | $1,587-90.6% |