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 PLANNING2+ years Filed as: COMPREHENSIVE ASSET MANAGEMENT & S Service code 27 · EIN 22-3526587 | Advisory (Plan) | $38,522 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,500 |
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 | $63,586 | $60,165+5.7% | $74,183-14.3% | $55,167+15.3% |
| Participation rate | 87.1% | 74.2%+13.0pp | 76.6%+10.5pp | 69.0%+18.1pp |
| Annual return | 8.23% | 10.00%-1.8pp | 17.74%-9.5pp | 169.23%-161.0pp |
| Employer contribution / active EE | $246 | $1,600-84.6% | $2,370-89.6% | $1,963-87.4% |
| Participant deferral / active EE | $3,378 | $2,973+13.6% | $3,550-4.8% | $3,054+10.6% |
| Admin fee / account holder | $24 | $419-94.3% | $5,586-99.6% | $504-95.2% |