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 37 · EIN 04-2647786 | Loan Processing | $37,055 |
COOK STREET CONSULTING3 years Filed as: COOK STREET CONSULTING, INC. Service code 27 · EIN 84-0854432 | Advisory (Plan) | $30,000 |
BDO USA, LLP1 year Service code 10 · EIN 13-5381590 | Accounting | $8,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,177 | $82,274+100.8% | $152,466+8.3% | $79,386+108.1% |
| Participation rate | 97.4% | 76.4%+21.0pp | 78.2%+19.2pp | 70.7%+26.7pp |
| Annual return | 14.47% | 7959.84%-7945.4pp | 757.33%-742.9pp | 116.85%-102.4pp |
| Employer contribution / active EE | $15,389 | $3,613+326.0% | $4,327+255.7% | $2,427+533.9% |
| Participant deferral / active EE | $9,664 | $4,969+94.5% | $5,820+66.0% | $4,046+138.9% |
| Admin fee / account holder | $361 | $632-42.9% | $15,805-97.7% | $626-42.4% |