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 ADVISORS6 years Filed as: COMSTOCK VALUATION ADVISORS Service code 34 · EIN 34-1823071 | Valuation (appraisals, etc.); Consult... | $0 |
ESOP FIDUCIARIES6 years Service code 31 · EIN 82-1679944 | Consulting fees; Named fiduciary | $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 | $8,092 | $106,028-92.4% | $146,958-94.5% | $77,643-89.6% |
| Participation rate | 90.2% | 78.4%+11.8pp | 82.2%+8.0pp | 70.6%+19.6pp |
| Annual return | 4.44% | 56.73%-52.3pp | 418.34%-413.9pp | 31.24%-26.8pp |
| Employer contribution / active EE | $30 | $4,063-99.3% | $4,933-99.4% | $2,726-98.9% |
| Participant deferral / active EE | $0 | $7,990-100.0% | $8,070-100.0% | $4,647-100.0% |
| Admin fee / account holder | $102 | $337-69.7% | $12,998-99.2% | $430-76.2% |