See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
COMPTON FINANCIAL GROUP6 years Service code 27 | Advisory (Plan) | $23,649 |
THE VANGUARD GROUP, INC.6 years Service code 64 | Recordkeeping Fees | $16,204 |
Filed as: COMPTON RETIREMENT PLAN SERVICES Service code 13 | Contract Administrator | $3,225 |
LPL FINANCIAL8+ years Service code 51 | Investment Mgmt Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,076 | $64,707-11.8% | $112,228-49.1% | $68,494-16.7% |
| Participation rate | 91.1% | 67.2%+24.0pp | 75.1%+16.1pp | 67.9%+23.3pp |
| Annual return | -15.68% | -11.40%-4.3pp | 27.45%-43.1pp | -7.84%-7.8pp |
| Employer contribution / active EE | $3,359 | $2,746+22.3% | $3,635-7.6% | $2,596+29.4% |
| Participant deferral / active EE | $6,847 | $3,565+92.1% | $4,728+44.8% | $4,027+70.0% |
| Admin fee / account holder | $215 | $5,232-95.9% | $6,410-96.6% | $5,403-96.0% |