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 |
|---|---|---|
COOK STREET CONSULTING2 years Filed as: COOK STREET CONSULTING, INC. Service code 17 · EIN 84-0854432 | Pension Consulting | $30,000 |
Filed as: ACM, LLP Service code 10 · EIN 01-0724563 | Accounting | $15,750 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,154 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $179,931 | $72,554+148.0% | $138,135+30.3% | $73,488+144.8% |
| Participation rate | 98.4% | 74.8%+23.6pp | 78.7%+19.7pp | 70.7%+27.8pp |
| Annual return | 17.20% | 17.50%-0.3pp | 20.51%-3.3pp | 28.51%-11.3pp |
| Employer contribution / active EE | $20,624 | $3,511+487.4% | $5,587+269.2% | $2,270+808.5% |
| Participant deferral / active EE | $12,745 | $4,908+159.7% | $6,431+98.2% | $3,740+240.8% |
| Admin fee / account holder | $298 | $464-35.7% | $11,856-97.5% | $513-41.8% |