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 7-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 |
|---|---|---|
COMSTOCK ADVISORS2 years Filed as: COMSTOCK VALUATION ADVISORS Service code 34 · EIN 34-1823071 26 EAST 7TH STREET · CINCINNATI, OH 45202 | Valuation (appraisals, etc.) | $15,916 |
Filed as: HORIZON TRUST Service code 21 · EIN 35-1076581 6301 INDIAN SCHOOL RD NE · ALBUQUERQUE, NM 87110 | Bank Trustee | $12,000 |
Filed as: TRANSITION FINANCE STRATEGIES Service code 13 · EIN 13-4238973 154 HANSEN ROAD · CHARLOTTESVILLE, VA 22911 | Contract Administrator | $8,163 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $6,687 | $104,475-93.6% | $159,436-95.8% | $79,386-91.6% |
| Participation rate | 96.0% | 76.6%+19.4pp | 82.8%+13.2pp | 70.7%+25.3pp |
| Annual return | 24.24% | 67.95%-43.7pp | 263.57%-239.3pp | 116.85%-92.6pp |
| Employer contribution / active EE | $2,715 | $3,417-20.5% | $4,829-43.8% | $2,427+11.9% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $7,352-100.0% | $4,046-100.0% |
| Admin fee / account holder | $153 | $711-78.5% | $10,799-98.6% | $626-75.6% |