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 |
|---|---|---|
Filed as: COMPERIO RETIREMENT Service code 27 · EIN 20-4798483 | Advisory (Plan) | $24,000 |
ELLIOTT DAVIS, LLC1 year Service code 10 · EIN 57-0381582 | Accounting | $7,850 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$9,432 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,115 | $79,428+95.3% | $106,548+45.6% | $79,386+95.4% |
| Participation rate | 96.3% | 74.1%+22.1pp | 76.1%+20.1pp | 70.7%+25.6pp |
| Annual return | 12.24% | 18.27%-6.0pp | 26.80%-14.6pp | 116.85%-104.6pp |
| Employer contribution / active EE | $5,195 | $2,234+132.5% | $2,819+84.3% | $2,427+114.0% |
| Participant deferral / active EE | $6,683 | $3,823+74.8% | $4,398+51.9% | $4,046+65.2% |
| Admin fee / account holder | $143 | $523-72.7% | $7,407-98.1% | $626-77.2% |