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 ADVISORS2 years Filed as: COMSTOCK VALUATION ADVISORS Service code 34 · EIN 34-1823071 | Valuation (appraisals, etc.); Consult... | $19,006 |
ESOP FIDUCIARIES2 years Service code 31 · EIN 82-1679944 | Named fiduciary; Consulting fees | $12,000 |
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 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 | $9,148 | $100,801-90.9% | $149,696-93.9% | $73,409-87.5% |
| Participation rate | 94.5% | 77.7%+16.8pp | 82.5%+12.1pp | 72.2%+22.4pp |
| Annual return | 1.31% | 265.34%-264.0pp | 276.60%-275.3pp | 59.29%-58.0pp |
| Employer contribution / active EE | $2,238 | $3,312-32.4% | $4,644-51.8% | $2,234+0.2% |
| Participant deferral / active EE | $0 | $6,404-100.0% | $6,842-100.0% | $3,805-100.0% |
| Admin fee / account holder | $0 | $181-100.0% | $9,309-100.0% | $158-100.0% |