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 & SE Service code 55 2001 US46 SUITE 506 · PARSIPPANY, NJ 07054 | Other Commissions | $54,033 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,219 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $92,443 | $63,905+44.7% | $74,183+24.6% | $57,658+60.3% |
| Participation rate | 63.9% | 79.8%-15.9pp | 76.6%-12.8pp | 70.2%-6.4pp |
| Annual return | 8.35% | 60.60%-52.3pp | 17.74%-9.4pp | 5.13%+3.2pp |
| Employer contribution / active EE | $1,357 | $1,840-26.3% | $2,370-42.8% | $1,974-31.3% |
| Participant deferral / active EE | $3,160 | $3,448-8.3% | $3,550-11.0% | $3,061+3.3% |
| Admin fee / account holder | $13 | $91-86.1% | $5,586-99.8% | $95-86.6% |