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 |
|---|---|---|
Filed as: ADAMY VALUATION Service code 34 · EIN 36-4271298 | Valuation (appraisals, etc.); Consult... | $8,350 |
Participant contribution per participant 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 | $81,124 | $65,041+24.7% | $90,951-10.8% | $79,858+1.6% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 25.66% | 30.45%-4.8pp | 134.60%-108.9pp | 31.71%-6.1pp |
| Employer contribution / active EE | $5,534 | $1,247+343.7% | $2,122+160.8% | $2,471+124.0% |
| Participant deferral / active EE | $0 | $2,512-100.0% | $3,373-100.0% | $3,740-100.0% |
| Admin fee / account holder | $85 | $4,536-98.1% | $5,959-98.6% | $5,306-98.4% |