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 3-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 |
|---|---|---|
COOK STREET CONSULTING3+ years Filed as: COOK MARTIN POULSON, PC Service code 13 · EIN 87-0517946 632 NORTH MAIN STREET · LOGAN, UT 84321 | Contract Administrator | $2,130 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,317 | $100,923-36.3% | $150,045-57.1% | $74,304-13.4% |
| Participation rate | 87.2% | 70.1%+17.1pp | 82.3%+4.8pp | 60.3%+26.8pp |
| Annual return | 17.18% | 51.77%-34.6pp | 62.55%-45.4pp | 29.43%-12.3pp |
| Employer contribution / active EE | $8,337 | $3,463+140.7% | $4,693+77.6% | $2,241+272.0% |
| Participant deferral / active EE | $12,566 | $6,709+87.3% | $7,997+57.1% | $3,767+233.6% |
| Admin fee / account holder | $1 | $2,767-99.9% | $13,435-100.0% | $2,969-99.9% |