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 PLANNING4+ years Filed as: COMPREHENSIVE FINANCIAL PLANNING, I Service code 27 5995 LEMON STREET · EAST PETERSBURGH, PA 17520 | Advisory (Plan) | $51,314 |
Service code 13 1801 MARKET STREET · PHILADELPHIA, PA 19103 | Contract Administrator | $15,302 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $45,170 | $62,928-28.2% | $172,739-73.9% | $67,579-33.2% |
| Participation rate | 43.4% | 64.5%-21.0pp | 82.6%-39.2pp | 71.3%-27.9pp |
| Annual return | 8.20% | 30.36%-22.2pp | 802.84%-794.6pp | 378.56%-370.4pp |
| Employer contribution / active EE | $532 | $1,636-67.5% | $5,143-89.6% | $2,148-75.2% |
| Participant deferral / active EE | $1,564 | $2,145-27.1% | $5,198-69.9% | $3,539-55.8% |
| Admin fee / account holder | $316 | $167+89.5% | $13,954-97.7% | $142+121.9% |