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) | $24,000 |
ELLIOTT DAVIS, LLC1 year Filed as: ELLIOTT DAVIS Service code 10 · EIN 57-0381582 | Accounting | $12,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$9,295 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,392 | $72,607+76.8% | $90,749+41.5% | $66,914+91.9% |
| Participation rate | 99.3% | 73.7%+25.6pp | 75.7%+23.6pp | 69.8%+29.5pp |
| Annual return | -15.63% | -12.28%-3.3pp | -12.16%-3.5pp | 1.58%-17.2pp |
| Employer contribution / active EE | $5,232 | $2,369+120.9% | $2,921+79.1% | $2,544+105.6% |
| Participant deferral / active EE | $6,744 | $3,977+69.6% | $4,564+47.8% | $4,237+59.2% |
| Admin fee / account holder | $162 | $707-77.1% | $8,445-98.1% | $593-72.7% |