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 ADVISORS5 years Filed as: COMSTOCK VALUATION ADVISORS Service code 34 · EIN 34-1823071 | Consulting fees; Valuation (appraisal... | $0 |
ESOP FIDUCIARIES5 years Service code 31 · EIN 82-1679944 | Named fiduciary; Consulting fees | $0 |
Employer 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 | $7,862 | $95,274-91.7% | $135,903-94.2% | $74,419-89.4% |
| Participation rate | 90.2% | 78.2%+12.0pp | 81.9%+8.3pp | 70.7%+19.4pp |
| Annual return | -29.27% | 32.77%-62.0pp | 68.23%-97.5pp | 34.38%-63.7pp |
| Employer contribution / active EE | $34 | $3,874-99.1% | $4,856-99.3% | $2,637-98.7% |
| Participant deferral / active EE | $0 | $7,782-100.0% | $7,758-100.0% | $4,528-100.0% |
| Admin fee / account holder | $155 | $266-41.8% | $10,762-98.6% | $348-55.5% |