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 8-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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping fees; Shareholder servi... | $1,188,545 |
COOK STREET CONSULTING2 years Filed as: COOK STREET CONSULTING, INC. Service code 16 · EIN 84-0854432 | Consulting | $108,750 |
CROWE LLP7 years Service code 10 · EIN 35-0921680 | Accounting | $38,850 |
SEYFARTH SHAW LLP4 years Service code 29 · EIN 36-2152202 | Legal | $17,717 |
NATIONAL FINANCIAL SERVICES8+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $22,215 | $77,577-71.4% | $101,794-78.2% | $140,769-84.2% |
| Participation rate | 96.2% | 56.8%+39.4pp | 69.2%+27.0pp | 74.2%+22.0pp |
| Annual return | 17.12% | 14.47%+2.6pp | 30.53%-13.4pp | 16.82%+0.3pp |
| Employer contribution / active EE | $0 | $1,318-100.0% | $2,289-100.0% | $3,906-100.0% |
| Participant deferral / active EE | $4,358 | $2,205+97.6% | $4,084+6.7% | $6,717-35.1% |
| Admin fee / account holder | $79 | $84-6.1% | $8,777-99.1% | $229-65.5% |