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 PLANNING5+ years Filed as: COMPREHENSIVE FINANCIAL PLANNING, I Service code 27 5995 LEMON STREET · EAST PETERSBURGH, PA 17520 | Advisory (Plan) | $45,366 |
Service code 13 1801 MARKET STREET · PHILADELPHIA, PA 19103 | Contract Administrator | $17,613 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $44,145 | $52,293-15.6% | $178,490-75.3% | $73,409-39.9% |
| Participation rate | 38.5% | 65.3%-26.8pp | 81.9%-43.4pp | 72.2%-33.7pp |
| Annual return | 4.70% | 34.75%-30.0pp | 151.07%-146.4pp | 59.29%-54.6pp |
| Employer contribution / active EE | $625 | $1,735-64.0% | $5,011-87.5% | $2,234-72.0% |
| Participant deferral / active EE | $1,128 | $2,332-51.6% | $5,202-78.3% | $3,805-70.3% |
| Admin fee / account holder | $277 | $127+117.9% | $13,984-98.0% | $158+75.7% |