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 16 · EIN 20-4798483 | Consulting | $24,000 |
ELLIOTT DAVIS, LLC1 year Filed as: ELLIOTT DAVIS, LLC/PLLC Service code 10 · EIN 57-0381582 | Accounting | $23,400 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$10,658 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,749 | $71,516+131.8% | $98,439+68.4% | $71,457+132.0% |
| Participation rate | 100.0% | 72.7%+27.3pp | 75.2%+24.8pp | 67.9%+32.1pp |
| Annual return | 16.30% | 32.41%-16.1pp | 21.16%-4.9pp | 28.85%-12.5pp |
| Employer contribution / active EE | $6,310 | $2,399+163.0% | $3,048+107.0% | $2,588+143.9% |
| Participant deferral / active EE | $7,632 | $4,109+85.8% | $4,738+61.1% | $4,289+78.0% |
| Admin fee / account holder | $248 | $1,675-85.2% | $8,948-97.2% | $1,587-84.4% |