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 |
|---|---|---|
COZAD ASSET MANAGEMENT3+ years Service code 28 · EIN 37-0958133 2501 GALEN DRIVE · CHAMPAIGN, IL 61821 | Investment Management | $15,728 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,253 | $61,214-35.9% | $83,333-52.9% | $56,287-30.3% |
| Participation rate | 100.0% | 72.6%+27.4pp | 77.8%+22.2pp | 69.9%+30.1pp |
| Annual return | 19.62% | 0.42%+19.2pp | 10.63%+9.0pp | -9.96%+29.6pp |
| Employer contribution / active EE | $5,667 | $1,925+194.3% | $3,379+67.7% | $2,111+168.4% |
| Participant deferral / active EE | $0 | $5,091-100.0% | $5,565-100.0% | $3,350-100.0% |
| Admin fee / account holder | $98 | $512-80.8% | $7,510-98.7% | $521-81.1% |