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 CONSULTING INC Service code 16 · EIN 20-4798483 | Consulting | $20,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,506 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $117,064 | $66,310+76.5% | $93,606+25.1% | $65,185+79.6% |
| Participation rate | 98.0% | 74.0%+24.0pp | 75.8%+22.2pp | 70.2%+27.8pp |
| Annual return | 17.80% | 42.58%-24.8pp | 32.76%-15.0pp | 29.38%-11.6pp |
| Employer contribution / active EE | $4,195 | $2,012+108.5% | $2,718+54.3% | $2,177+92.7% |
| Participant deferral / active EE | $5,571 | $3,342+66.7% | $4,069+36.9% | $3,514+58.5% |
| Admin fee / account holder | $126 | $6,897-98.2% | $7,888-98.4% | $847-85.2% |