See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
COMPERIO RETIREMENT CONSULTING, INC10+ years Filed as: COMPERIO RETIREMENT Service code 27 · EIN 20-4798483 | Advisory (Plan) | $24,000 |
ELLIOTT DAVIS, LLC4 years Service code 10 · EIN 57-0381582 | Accounting | $18,500 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$24,260 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $185,502 | $78,485+136.4% | $106,213+74.7% | $74,495+149.0% |
| Participation rate | 91.3% | 72.8%+18.5pp | 75.3%+16.0pp | 67.2%+24.1pp |
| Annual return | 15.93% | 15.95%0pp | 116.14%-100.2pp | 1364.94%-1349.0pp |
| Employer contribution / active EE | $6,218 | $2,523+146.5% | $3,171+96.1% | $2,623+137.1% |
| Participant deferral / active EE | $6,607 | $4,322+52.8% | $5,016+31.7% | $4,346+52.0% |
| Admin fee / account holder | $131 | $2,232-94.1% | $11,033-98.8% | $1,942-93.2% |