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 10-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 |
|---|---|---|
Filed as: COMPERIO RETIREMENT Service code 12 · EIN 20-4798483 | Claims processing | $20,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,825 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $102,111 | $58,083+75.8% | $80,019+27.6% | $56,287+81.4% |
| Participation rate | 100.0% | 73.6%+26.4pp | 75.8%+24.2pp | 69.9%+30.1pp |
| Annual return | -2.61% | 34.61%-37.2pp | 11.22%-13.8pp | -9.96%+7.3pp |
| Employer contribution / active EE | $1,608 | $1,932-16.8% | $2,468-34.8% | $2,111-23.8% |
| Participant deferral / active EE | $5,468 | $3,135+74.4% | $3,686+48.4% | $3,350+63.2% |
| Admin fee / account holder | $130 | $623-79.2% | $6,521-98.0% | $521-75.1% |