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 |
|---|---|---|
THE INVESTMENT COUNSEL COMPANY4+ years Filed as: INVESTMENT COUNSEL CO. OF NEVADA Service code 27 · EIN 88-0228985 | Advisory (Plan) | $36,377 |
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 | $80,560 | $57,354+40.5% | $83,848-3.9% | $64,186+25.5% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | 8.07% | 11.38%-3.3pp | 850.88%-842.8pp | 7.63%+0.4pp |
| Employer contribution / active EE | $11,803 | $2,545+363.7% | $3,631+225.1% | $2,381+395.8% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $252 | $4,046-93.8% | $5,478-95.4% | $4,888-94.8% |