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 |
|---|---|---|
Service code 10 · EIN 06-1050034 | Accounting | $6,587 |
COMPREHENSIVE FINANCIAL PLANNING4+ years Filed as: COMPREHENSIVE ASSET MANAGMENT & SER Service code 33 · EIN 22-3526587 | Securities brokerage; Securities brok... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,965 | $80,005+7.4% | $140,016-38.6% | $55,725+54.3% |
| Participation rate | 99.5% | 87.0%+12.5pp | 87.5%+12.0pp | 70.9%+28.6pp |
| Annual return | -4.67% | 0.46%-5.1pp | 651.12%-655.8pp | 244.93%-249.6pp |
| Employer contribution / active EE | $5,112 | $3,403+50.2% | $5,606-8.8% | $2,078+146.0% |
| Participant deferral / active EE | $8,971 | $5,264+70.4% | $6,927+29.5% | $3,356+167.3% |
| Admin fee / account holder | $8 | $116-93.2% | $10,705-99.9% | $115-93.2% |