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 ADVISORS4 years Filed as: COMSTOCK VALUATION ADVISORS Service code 34 · EIN 34-1823071 | Valuation (appraisals, etc.); Consult... | $0 |
ESOP FIDUCIARIES4 years Service code 31 · EIN 82-1679944 | Named fiduciary; Consulting fees | $0 |
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 | $12,123 | $82,202-85.3% | $125,339-90.3% | $64,808-81.3% |
| Participation rate | 96.0% | 77.9%+18.2pp | 82.4%+13.7pp | 71.5%+24.6pp |
| Annual return | 19.99% | 3.48%+16.5pp | 572.05%-552.1pp | 32.82%-12.8pp |
| Employer contribution / active EE | $3,538 | $3,615-2.1% | $4,814-26.5% | $2,506+41.2% |
| Participant deferral / active EE | $0 | $7,175-100.0% | $7,446-100.0% | $4,310-100.0% |
| Admin fee / account holder | $201 | $163+22.9% | $10,010-98.0% | $188+6.8% |