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 10-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 |
|---|---|---|
Filed as: COMPERIO RETIREMENT CONSULTING, IN Service code 70 · EIN 20-4798483 | Consulting Fees | $40,000 |
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $35,757 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$22,641 |
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 | $225,908 | $75,388+199.7% | $123,544+82.9% | $55,725+305.4% |
| Participation rate | 89.6% | 75.7%+14.0pp | 82.3%+7.4pp | 70.9%+18.8pp |
| Annual return | -6.05% | 4.48%-10.5pp | 119.20%-125.2pp | 244.93%-251.0pp |
| Employer contribution / active EE | $7,159 | $3,063+133.7% | $4,628+54.7% | $2,078+244.5% |
| Participant deferral / active EE | $6,165 | $5,651+9.1% | $6,426-4.1% | $3,356+83.7% |
| Admin fee / account holder | $95 | $120-20.3% | $9,284-99.0% | $115-17.1% |