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 13 · EIN 42-0127290 | Contract Administrator | $43,410 |
COOK STREET CONSULTING1 year Service code 27 · EIN 84-0854432 | Advisory (Plan) | $26,062 |
WHITLEY PENN LLP1 year Service code 10 · EIN 75-2393478 | Accounting | $15,900 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,694 | $84,487+15.6% | $125,339-22.1% | $66,914+46.0% |
| Participation rate | 92.0% | 76.4%+15.5pp | 82.4%+9.6pp | 69.8%+22.2pp |
| Annual return | -12.05% | -8.39%-3.7pp | 572.05%-584.1pp | 1.58%-13.6pp |
| Employer contribution / active EE | $2,585 | $3,553-27.2% | $4,814-46.3% | $2,544+1.6% |
| Participant deferral / active EE | $14,734 | $6,781+117.3% | $7,446+97.9% | $4,237+247.8% |
| Admin fee / account holder | $228 | $685-66.8% | $10,010-97.7% | $593-61.7% |