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 MANAGEMENT8+ years Service code 28 · EIN 37-0958133 | Investment Management | $12,563 |
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 | $116,387 | $69,477+67.5% | $94,646+23.0% | $71,457+62.9% |
| Participation rate | 98.7% | 78.4%+20.2pp | 80.8%+17.8pp | 67.9%+30.7pp |
| Annual return | -1.98% | 29.66%-31.6pp | 156.71%-158.7pp | 28.85%-30.8pp |
| Employer contribution / active EE | $5,361 | $2,853+87.9% | $3,672+46.0% | $2,588+107.2% |
| Participant deferral / active EE | $0 | $7,345-100.0% | $7,418-100.0% | $4,289-100.0% |
| Admin fee / account holder | $101 | $1,210-91.6% | $7,231-98.6% | $1,587-93.6% |