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 27 · EIN 20-4798483 | Advisory (Plan) | $20,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,599 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,023 | $64,119+31.0% | $112,228-25.1% | $66,914+25.6% |
| Participation rate | 69.7% | 68.5%+1.2pp | 75.1%-5.3pp | 69.8%-0.1pp |
| Annual return | -16.71% | -13.81%-2.9pp | 27.45%-44.2pp | 1.58%-18.3pp |
| Employer contribution / active EE | $2,067 | $3,005-31.2% | $3,635-43.1% | $2,544-18.8% |
| Participant deferral / active EE | $4,194 | $3,693+13.6% | $4,728-11.3% | $4,237-1.0% |
| Admin fee / account holder | $148 | $625-76.3% | $6,410-97.7% | $593-75.1% |