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 MANAGEMENT4+ years Service code 28 · EIN 37-0958133 2501 GALEN DRIVE · CHAMPAIGN, IL 61821 | Investment Management | $13,725 |
Annual investment return 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 | $45,263 | $58,655-22.8% | $91,989-50.8% | $65,185-30.6% |
| Participation rate | 97.4% | 75.3%+22.1pp | 78.6%+18.7pp | 70.2%+27.2pp |
| Annual return | 3.38% | 33.92%-30.5pp | 69.02%-65.6pp | 29.38%-26.0pp |
| Employer contribution / active EE | $5,944 | $2,080+185.7% | $3,452+72.2% | $2,177+173.1% |
| Participant deferral / active EE | $0 | $5,474-100.0% | $5,923-100.0% | $3,514-100.0% |
| Admin fee / account holder | $98 | $434-77.5% | $7,743-98.7% | $847-88.5% |