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 ADVISORS5 years Filed as: COMSTOCK VALUATION ADVISORS Service code 34 · EIN 34-1823071 26 EAST 7TH STREET · CINCINNATI, OH 45202 | Valuation (appraisals, etc.) | $21,527 |
Filed as: TRANSITION FINANCE STRATEGIES Service code 13 · EIN 13-4238973 154 HANSEN ROAD · CHARLOTTESVILLE, VA 22911 | Contract Administrator | $15,695 |
SOMERSET CPAS3 years Filed as: SOMERSET CPAS AND ADVISORS Service code 10 · EIN 20-1717681 3925 RIVER CROSSING PARKWAY · INDIANAPOLIS, IN 46240 | Accounting | $0 |
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 | $7,454 | $106,028-93.0% | $146,958-94.9% | $77,643-90.4% |
| Participation rate | 98.4% | 78.4%+20.0pp | 82.2%+16.2pp | 70.6%+27.8pp |
| Annual return | -20.30% | 56.73%-77.0pp | 418.34%-438.6pp | 31.24%-51.5pp |
| Employer contribution / active EE | $1,481 | $4,063-63.6% | $4,933-70.0% | $2,726-45.7% |
| Participant deferral / active EE | $0 | $7,990-100.0% | $8,070-100.0% | $4,647-100.0% |
| Admin fee / account holder | $93 | $337-72.4% | $12,998-99.3% | $430-78.3% |