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 6-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 | $231,619 |
COOK STREET CONSULTING4 years Filed as: COOK STREET CONSULTING INC Service code 16 · EIN 84-0854432 | Consulting | $79,567 |
BDO USA, LLP1 year Filed as: BDO US LLP Service code 10 · EIN 13-5381590 | Accounting | $33,000 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $27,562 |
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 | $77,357 | $2,679,533-97.1% | $164,813-53.1% | $199,593-61.2% |
| Participation rate | 97.0% | 78.3%+18.6pp | 78.6%+18.4pp | 72.0%+25.0pp |
| Annual return | 16.70% | 17.93%-1.2pp | 69.93%-53.2pp | 34.25%-17.6pp |
| Employer contribution / active EE | $3,365 | $2,970+13.3% | $4,341-22.5% | $3,034+10.9% |
| Participant deferral / active EE | $7,756 | $5,010+54.8% | $6,031+28.6% | $5,087+52.5% |
| Admin fee / account holder | $99 | $1,982-95.0% | $12,690-99.2% | $269-63.1% |