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 PLANNING8+ years Filed as: COMPREHENSIVE FINANCIAL PLANNING, I Service code 27 5995 LEMON STREET · EAST PETERSBURGH, PA 17520 | Advisory (Plan) | $45,451 |
Service code 13 1801 MARKET STREET · PHILADELPHIA, PA 19103 | Contract Administrator | $8,073 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,244 | $47,126+19.3% | $149,673-62.4% | $74,419-24.4% |
| Participation rate | 55.8% | 63.4%-7.6pp | 78.8%-22.9pp | 70.7%-14.9pp |
| Annual return | 11.97% | 22.75%-10.8pp | 134.42%-122.4pp | 34.38%-22.4pp |
| Employer contribution / active EE | $1,254 | $1,905-34.2% | $4,818-74.0% | $2,637-52.5% |
| Participant deferral / active EE | $2,260 | $2,728-17.1% | $5,680-60.2% | $4,528-50.1% |
| Admin fee / account holder | $270 | $343-21.2% | $13,210-98.0% | $348-22.4% |