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 |
|---|---|---|
COMPREHENSIVE FINANCIAL PLANNING3+ years Filed as: COMPREHENSIVE ASSET MANAGEMENT & S Service code 27 · EIN 22-3526587 | Advisory (Plan) | $34,240 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,125 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,708 | $80,753+2.4% | $136,294-39.3% | $62,292+32.8% |
| Participation rate | 84.6% | 73.5%+11.1pp | 81.9%+2.7pp | 69.5%+15.1pp |
| Annual return | 19.41% | 35.83%-16.4pp | 5155.94%-5136.5pp | 28.90%-9.5pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,695-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $5,460 | $5,164+5.7% | $6,247-12.6% | $3,169+72.3% |
| Admin fee / account holder | $253 | $525-51.9% | $9,243-97.3% | $479-47.3% |