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 |
|---|---|---|
COMSTOCK ADVISORS2 years Service code 34 1 PIERCE PLACE · CHICAGO, IL 60143 | Valuation (appraisals, etc.) | $7,500 |
SWERDLIN & COMPANY3 years Service code 15 5901 PEACHTREE DUNWOODY RD · ATLANTA, GA 30328 | Recordkeeping | $6,710 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,587 | $104,486-71.7% | $76,817-61.5% | $152,861-80.6% |
| Participation rate | 95.2% | 76.6%+18.6pp | 72.1%+23.2pp | 82.4%+12.8pp |
| Annual return | 4.86% | 1013.37%-1008.5pp | 1166.11%-1161.2pp | 345.32%-340.5pp |
| Employer contribution / active EE | $24,906 | $3,116+699.4% | $2,302+981.9% | $4,762+423.0% |
| Participant deferral / active EE | $0 | $4,236-100.0% | $3,336-100.0% | $5,850-100.0% |
| Admin fee / account holder | $57 | $12,275-99.5% | $6,420-99.1% | $11,596-99.5% |