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 |
DENOVA COLLABORATIVE HEALTH1 year 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 | $46,464-38.2% | $150,298-80.9% | $79,634-63.9% |
| Participation rate | 95.6% | 57.0%+38.6pp | 77.8%+17.8pp | 62.5%+33.1pp |
| Annual return | 18.63% | 27.89%-9.3pp | 62.79%-44.2pp | 36.46%-17.8pp |
| Employer contribution / active EE | $2,368 | $1,512+56.7% | $4,154-43.0% | $2,529-6.4% |
| Participant deferral / active EE | $5,253 | $2,157+143.6% | $5,453-3.7% | $3,835+37.0% |
| Admin fee / account holder | $257 | $891-71.1% | $14,116-98.2% | $1,002-74.3% |