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 |
|---|---|---|
COTTONWOOD ADVISORS, LLC1+ years Filed as: COTTONWOOD GROUP Service code 11 · EIN 20-5250908 | Actuarial | $32,400 |
DA DAVIDSON & CO1+ years Filed as: DUNN & DAVISON Service code 29 · EIN 26-4705054 | Legal | $29,282 |
NOVAK BIRKS, P.C.1+ years Service code 10 · EIN 43-1122456 | Accounting | $22,422 |
THE MUTUAL FUND STORE1+ years Service code 27 · EIN 48-1088655 | Advisory (Plan) | $21,825 |
See 1 actuary disclosure. $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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $211,396-100.0% | $115,244-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.3%-33.3pp | 4.3%-4.3pp |
| Annual return | -1.69% | -1.83%+0.1pp | -1.61%-0.1pp | 2.81%-4.5pp |
| Employer contribution / active EE | $19,391 | $9,208+110.6% | $30,840-37.1% | $16,358+18.5% |
| Participant deferral / active EE | $0 | $0 | $41-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $1,639-100.0% | $3,433-100.0% | $1,639-100.0% |