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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $92,122 |
COOK STREET CONSULTING4 years Service code 13 · EIN 84-0854432 | Contract Administrator | $55,241 |
WHITLEY PENN LLP3 years Service code 10 · EIN 75-2393478 | Accounting | $23,690 |
Filed as: MORGAN STANLEY GLOBAL BA Service code 27 · EIN 11-3658445 | Advisory (Plan) | $18,147 |
WATERLOO CAPITAL3 years Filed as: WATERLOO CAPITAL LP Service code 26 · EIN 20-1788544 | Advisory (Participants) | $13,072 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $450,126 | $106,028+324.5% | $146,958+206.3% | $77,643+479.7% |
| Participation rate | 93.3% | 78.4%+15.0pp | 82.2%+11.2pp | 70.6%+22.8pp |
| Annual return | 12.81% | 56.73%-43.9pp | 418.34%-405.5pp | 31.24%-18.4pp |
| Employer contribution / active EE | $17,676 | $4,063+335.0% | $4,933+258.3% | $2,726+548.5% |
| Participant deferral / active EE | $13,660 | $7,990+71.0% | $8,070+69.3% | $4,647+193.9% |
| Admin fee / account holder | $318 | $337-5.8% | $12,998-97.6% | $430-26.1% |