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 9-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 |
|---|---|---|
COMSTOCK ADVISORS1 year Filed as: COMSTOCK VALUATION ADVISORS Service code 34 · EIN 34-1823071 | Valuation (appraisals, etc.); Consult... | $19,006 |
ESOP FIDUCIARIES1 year Service code 31 · EIN 82-1679944 | Named fiduciary; Consulting fees | $12,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,417 | $88,122-85.9% | $141,162-91.2% | $67,579-81.6% |
| Participation rate | 73.0% | 76.5%-3.4pp | 82.5%-9.4pp | 71.3%+1.8pp |
| Annual return | -29.33% | 75.40%-104.7pp | 71.39%-100.7pp | 378.56%-407.9pp |
| Employer contribution / active EE | $2,344 | $3,224-27.3% | $4,735-50.5% | $2,148+9.2% |
| Participant deferral / active EE | $0 | $5,958-100.0% | $6,709-100.0% | $3,539-100.0% |
| Admin fee / account holder | $167 | $131+27.8% | $10,261-98.4% | $142+17.5% |