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 COMPANY6+ years Filed as: INVESTMENT COUNSEL CO. OF NEVADA Service code 27 · EIN 88-0228985 | Advisory (Plan) | $39,629 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,760 | $72,277+64.3% | $101,248+17.3% | $79,858+48.7% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 9.62% | 22.30%-12.7pp | 46.47%-36.9pp | 31.71%-22.1pp |
| Employer contribution / active EE | $12,238 | $2,692+354.7% | $3,660+234.4% | $2,471+395.3% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $287 | $4,400-93.5% | $5,945-95.2% | $5,306-94.6% |