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 27 · EIN 20-4798483 | Advisory (Plan) | $23,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,164 |
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 | $110,166 | $70,908+55.4% | $98,907+11.4% | $73,488+49.9% |
| Participation rate | 98.5% | 73.8%+24.8pp | 76.0%+22.5pp | 70.7%+27.9pp |
| Annual return | 11.76% | 34.17%-22.4pp | 196.43%-184.7pp | 28.51%-16.8pp |
| Employer contribution / active EE | $5,019 | $2,036+146.5% | $2,689+86.7% | $2,270+121.1% |
| Participant deferral / active EE | $6,129 | $3,500+75.1% | $4,244+44.4% | $3,740+63.9% |
| Admin fee / account holder | $127 | $535-76.2% | $6,642-98.1% | $513-75.2% |