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 |
|---|---|---|
COOK STREET CONSULTING10+ years Service code 16 · EIN 84-0854432 | Consulting | $59,598 |
PRICEWATERHOUSECOOPERS LLP10+ years Service code 10 · EIN 13-4008324 | Accounting | $28,500 |
SEYFARTH SHAW LLP10+ years Service code 29 · EIN 36-2152202 | Legal | $26,769 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $23,020 |
Service code 60 | Sub-TA Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $331,927 | $106,028+213.1% | $146,958+125.9% | $77,643+327.5% |
| Participation rate | 96.8% | 78.4%+18.4pp | 82.2%+14.6pp | 70.6%+26.2pp |
| Annual return | 18.31% | 56.73%-38.4pp | 418.34%-400.0pp | 31.24%-12.9pp |
| Employer contribution / active EE | $9,605 | $4,063+136.4% | $4,933+94.7% | $2,726+252.4% |
| Participant deferral / active EE | $13,916 | $7,990+74.2% | $8,070+72.4% | $4,647+199.5% |
| Admin fee / account holder | $116 | $337-65.7% | $12,998-99.1% | $430-73.1% |