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 MANAGEMENT9+ 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 | $113,686 | $79,013+43.9% | $100,391+13.2% | $74,495+52.6% |
| Participation rate | 100.0% | 79.5%+20.5pp | 81.5%+18.5pp | 67.2%+32.8pp |
| Annual return | 4.58% | 20.41%-15.8pp | 49.20%-44.6pp | 1364.94%-1360.4pp |
| Employer contribution / active EE | $5,222 | $3,021+72.8% | $3,942+32.5% | $2,623+99.1% |
| Participant deferral / active EE | $0 | $7,760-100.0% | $8,082-100.0% | $4,346-100.0% |
| Admin fee / account holder | $94 | $1,320-92.9% | $7,899-98.8% | $1,942-95.1% |