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: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $106,343 |
COOK STREET CONSULTING9+ years Service code 27 · EIN 84-0854432 | Advisory (Plan) | $31,377 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $195,357 | $95,274+105.0% | $135,903+43.7% | $74,419+162.5% |
| Participation rate | 88.6% | 78.2%+10.5pp | 81.9%+6.7pp | 70.7%+17.9pp |
| Annual return | 25.09% | 32.77%-7.7pp | 68.23%-43.1pp | 34.38%-9.3pp |
| Employer contribution / active EE | $1,167 | $3,874-69.9% | $4,856-76.0% | $2,637-55.8% |
| Participant deferral / active EE | $13,591 | $7,782+74.7% | $7,758+75.2% | $4,528+200.2% |
| Admin fee / account holder | $87 | $266-67.3% | $10,762-99.2% | $348-75.0% |