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, LLC2+ years Filed as: COTTONWOOD GROUP Service code 11 · EIN 20-5250908 | Actuarial | $44,800 |
THE MUTUAL FUND STORE2+ years Service code 27 · EIN 48-1088655 | Advisory (Plan) | $28,036 |
NOVAK BIRKS, P.C.2+ years Service code 10 · EIN 43-1122456 | Accounting | $20,841 |
DA DAVIDSON & CO2+ years Filed as: DUNN & DAVISON Service code 29 · EIN 26-4705054 | Legal | $14,268 |
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 | $49,677-100.0% | $209,859-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 3.6%-3.6pp |
| Annual return | 7.51% | 2.79%+4.7pp | 4.16%+3.4pp | 11.88%-4.4pp |
| Employer contribution / active EE | $21,585 | $10,530+105.0% | $29,966-28.0% | $14,612+47.7% |
| Participant deferral / active EE | $0 | $5,826-100.0% | $145-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $13,952-100.0% | $637-100.0% |