See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $274,394 |
COOK STREET CONSULTING1 year Filed as: COOK STREET CONSULTING, INC. Service code 16 · EIN 84-0854432 | Consulting | $28,125 |
BKD, LLP6 years Filed as: BKD Service code 10 · EIN 44-0160260 | Accounting | $27,562 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $36,899 | $36,728+0.5% | $56,411-34.6% | $99,062-62.8% |
| Participation rate | 22.4% | 25.4%-3.0pp | 52.5%-30.1pp | 71.6%-49.2pp |
| Annual return | 13.18% | 14.66%-1.5pp | 1701.33%-1688.1pp | 17.66%-4.5pp |
| Employer contribution / active EE | $398 | $415-3.9% | $1,039-61.7% | $3,262-87.8% |
| Participant deferral / active EE | $1,088 | $1,058+2.8% | $1,952-44.3% | $5,331-79.6% |
| Admin fee / account holder | $182 | $113+60.9% | $2,829-93.6% | $109+67.1% |