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 4-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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $710,090 |
Filed as: COMPERIO RETIREMENT CONSULTING INC Service code 27 · EIN 20-4798483 | Advisory (Plan) | $36,360 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,992 | $99,062-66.7% | $81,812-59.7% | $99,062-66.7% |
| Participation rate | 77.4% | 71.6%+5.8pp | 72.3%+5.1pp | 71.6%+5.8pp |
| Annual return | 14.36% | 17.66%-3.3pp | 773.79%-759.4pp | 17.66%-3.3pp |
| Employer contribution / active EE | $2,325 | $3,262-28.7% | $2,912-20.2% | $3,262-28.7% |
| Participant deferral / active EE | $3,682 | $5,331-30.9% | $4,319-14.7% | $5,331-30.9% |
| Admin fee / account holder | $79 | $109-27.5% | $7,386-98.9% | $109-27.5% |