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 9-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: CBI VALUATION GROUP, LLC Service code 34 721 EMERSON ROAD, SUITE 400 · ST. LOUIS, MO 63141 | Valuation (appraisals, etc.) | $16,416 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,113 | $70,669-78.6% | $169,368-91.1% | $75,163-79.9% |
| Participation rate | 100.0% | 64.8%+35.2pp | 77.1%+22.9pp | 67.2%+32.8pp |
| Annual return | -50.69% | 36.36%-87.1pp | 405.60%-456.3pp | 160.62%-211.3pp |
| Employer contribution / active EE | $3,031 | $2,211+37.1% | $4,013-24.5% | $2,670+13.5% |
| Participant deferral / active EE | $0 | $4,311-100.0% | $6,221-100.0% | $4,125-100.0% |
| Admin fee / account holder | $118 | $5,402-97.8% | $9,003-98.7% | $5,651-97.9% |