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 INC Service code 16 · EIN 20-4798483 | Consulting | $30,333 |
Service code 37 · EIN 04-2647786 | Loan Processing | $27,206 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,332 |
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 | $80,220 | $155,795-48.5% | $136,294-41.1% | $69,631+15.2% |
| Participation rate | 96.3% | 75.2%+21.1pp | 81.9%+14.4pp | 70.7%+25.7pp |
| Annual return | 19.57% | 232464.33%-232444.8pp | 5155.94%-5136.4pp | 27571.02%-27551.5pp |
| Employer contribution / active EE | $1,063 | $2,991-64.5% | $4,695-77.4% | $2,032-47.7% |
| Participant deferral / active EE | $5,475 | $5,394+1.5% | $6,247-12.4% | $3,224+69.9% |
| Admin fee / account holder | $191 | $128+48.7% | $9,243-97.9% | $110+72.6% |