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 CONSULTING8+ years Service code 27 · EIN 84-0854432 | Advisory (Plan) | $22,960 |
PRICEWATERHOUSECOOPERS LLP8+ years Service code 10 · EIN 13-4008324 | Accounting | $18,000 |
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $17,954 |
Service code 60 | Sub-TA Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $252,923 | $82,202+207.7% | $125,339+101.8% | $64,808+290.3% |
| Participation rate | 94.7% | 77.9%+16.8pp | 82.4%+12.3pp | 71.5%+23.2pp |
| Annual return | -18.88% | 3.48%-22.4pp | 572.05%-590.9pp | 32.82%-51.7pp |
| Employer contribution / active EE | $7,213 | $3,615+99.5% | $4,814+49.9% | $2,506+187.9% |
| Participant deferral / active EE | $11,863 | $7,175+65.3% | $7,446+59.3% | $4,310+175.2% |
| Admin fee / account holder | $103 | $163-37.0% | $10,010-99.0% | $188-45.3% |