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 ADVISORS4 years Filed as: COMSTOCK VALUATION ADVISORS Service code 34 · EIN 34-1823071 26 EAST 7TH STREET · CINCINNATI, OH 45202 | Valuation (appraisals, etc.) | $18,986 |
Filed as: TRANSITION FINANCE STRATEGIES Service code 13 · EIN 13-4238973 154 HANSEN ROAD · CHARLOTTESVILLE, VA 22911 | Contract Administrator | $17,808 |
SOMERSET CPAS2 years Filed as: SOMERSET CPAS AND ADVISORS Service code 10 · EIN 20-1717681 3925 RIVER CROSSING PARKWAY · INDIANAPOLIS, IN 46240 | Accounting | $14,100 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $9,251 | $95,274-90.3% | $135,903-93.2% | $74,419-87.6% |
| Participation rate | 98.6% | 78.2%+20.4pp | 81.9%+16.7pp | 70.7%+27.9pp |
| Annual return | 15.25% | 32.77%-17.5pp | 68.23%-53.0pp | 34.38%-19.1pp |
| Employer contribution / active EE | $2,534 | $3,874-34.6% | $4,856-47.8% | $2,637-3.9% |
| Participant deferral / active EE | $0 | $7,782-100.0% | $7,758-100.0% | $4,528-100.0% |
| Admin fee / account holder | $149 | $266-44.1% | $10,762-98.6% | $348-57.2% |