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 |
|---|---|---|
CURAFIN ADVISORS2 years Filed as: CURAFIN ADVISORS, LLC Service code 99 · EIN 93-4102872 | Other Fees | $60,122 |
Service code 99 · EIN 86-0485904 | Other Fees | $8,132 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,729 | $50,982-43.6% | $154,803-81.4% | $85,563-66.4% |
| Participation rate | 95.6% | 59.8%+35.8pp | 78.1%+17.5pp | 66.0%+29.6pp |
| Annual return | 18.63% | 30.35%-11.7pp | 58.88%-40.3pp | 31.51%-12.9pp |
| Employer contribution / active EE | $2,368 | $1,708+38.6% | $4,305-45.0% | $2,654-10.8% |
| Participant deferral / active EE | $5,253 | $2,474+112.3% | $5,540-5.2% | $4,375+20.1% |
| Admin fee / account holder | $257 | $846-69.6% | $14,329-98.2% | $834-69.2% |