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 MANAGEMENT6+ years Service code 28 · EIN 37-0958133 | Investment Management | $13,250 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,710 | $73,638+25.9% | $108,410-14.5% | $79,386+16.8% |
| Participation rate | 100.0% | 77.4%+22.6pp | 80.1%+19.9pp | 70.7%+29.3pp |
| Annual return | 79.55% | 33.27%+46.3pp | 905.27%-825.7pp | 116.85%-37.3pp |
| Employer contribution / active EE | $5,780 | $2,397+141.2% | $3,558+62.4% | $2,427+138.1% |
| Participant deferral / active EE | $0 | $6,218-100.0% | $6,563-100.0% | $4,046-100.0% |
| Admin fee / account holder | $82 | $638-87.1% | $7,295-98.9% | $626-86.9% |