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 MANAGEMENT7+ years Service code 28 · EIN 37-0958133 | Investment Management | $20,335 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,505 | $58,320+96.3% | $86,436+32.5% | $66,914+71.1% |
| Participation rate | 97.3% | 78.6%+18.7pp | 80.3%+17.0pp | 69.8%+27.5pp |
| Annual return | 19.35% | -9.71%+29.1pp | 4394.89%-4375.5pp | 1.58%+17.8pp |
| Employer contribution / active EE | $5,434 | $2,615+107.8% | $3,769+44.2% | $2,544+113.6% |
| Participant deferral / active EE | $0 | $6,899-100.0% | $6,952-100.0% | $4,237-100.0% |
| Admin fee / account holder | $127 | $546-76.7% | $6,731-98.1% | $593-78.6% |