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 |
|---|---|---|
Filed as: COMPERIO RETIREMENT CONSULTING, IN Service code 16 · EIN 20-4798483 | Consulting | $44,000 |
FISHER INVESTMENTS1 year Filed as: FISHER ASSETS MANAGEMENT Service code 16 · EIN 20-2480800 | Consulting | $33,029 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $31,397 |
Filed as: BUCKINGHAM STRATEGIC WEALTH LLC Service code 16 · EIN 16-1728260 | Consulting | $19,251 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$25 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $312,307 | $106,028+194.6% | $146,958+112.5% | $77,643+302.2% |
| Participation rate | 94.5% | 78.4%+16.1pp | 82.2%+12.3pp | 70.6%+23.9pp |
| Annual return | 13.21% | 56.73%-43.5pp | 418.34%-405.1pp | 31.24%-18.0pp |
| Employer contribution / active EE | $10,575 | $4,063+160.3% | $4,933+114.4% | $2,726+288.0% |
| Participant deferral / active EE | $9,008 | $7,990+12.7% | $8,070+11.6% | $4,647+93.8% |
| Admin fee / account holder | $287 | $337-15.1% | $12,998-97.8% | $430-33.4% |