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.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $28,532 |
Filed as: BUCKINGHAM STRATEGIC WEALTH LLC Service code 16 · EIN 16-1728260 | Consulting | $6,200 |
Service code 37 · EIN 04-2647786 | Loan Processing | $830 |
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 | $285,618 | $100,801+183.3% | $149,696+90.8% | $73,409+289.1% |
| Participation rate | 97.2% | 77.7%+19.6pp | 82.5%+14.8pp | 72.2%+25.1pp |
| Annual return | 11.72% | 265.34%-253.6pp | 276.60%-264.9pp | 59.29%-47.6pp |
| Employer contribution / active EE | $8,777 | $3,312+165.0% | $4,644+89.0% | $2,234+293.0% |
| Participant deferral / active EE | $7,814 | $6,404+22.0% | $6,842+14.2% | $3,805+105.3% |
| Admin fee / account holder | $156 | $181-13.8% | $9,309-98.3% | $158-1.3% |