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 CONSULTING4+ years Service code 27 · EIN 84-0854432 | Advisory (Plan) | $38,733 |
FIIOC4+ years Service code 37 · EIN 04-2647786 | Loan Processing | $25,686 |
Filed as: PRICEWATERHOUSE COOPERS LLP Service code 10 · EIN 13-4008324 | Accounting | $21,250 |
SEYFARTH SHAW LLP4+ years Service code 29 · EIN 36-2152202 | Legal | $1,845 |
Filed as: FIDELITY INVESTMENTS Service code 60 | Sub-TA Fees | $60 |
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 | $203,650 | $75,388+170.1% | $123,544+64.8% | $55,725+265.5% |
| Participation rate | 98.3% | 75.7%+22.6pp | 82.3%+16.0pp | 70.9%+27.4pp |
| Annual return | -4.60% | 4.48%-9.1pp | 119.20%-123.8pp | 244.93%-249.5pp |
| Employer contribution / active EE | $6,918 | $3,063+125.8% | $4,628+49.5% | $2,078+232.9% |
| Participant deferral / active EE | $10,339 | $5,651+83.0% | $6,426+60.9% | $3,356+208.1% |
| Admin fee / account holder | -$57 | $120-147.4% | $9,284-100.6% | $115-149.2% |