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 15 · EIN 13-3689044 | Recordkeeping | $23,562 |
COOKSTREET CONSULTING1 year Filed as: COOKSTREET CONSULTING INC. Service code 17 · EIN 84-0854432 | Pension Consulting | $11,250 |
EIDE BAILLY LLP2 years Filed as: EIDE BAILEY LLP Service code 10 · EIN 45-0250958 | Accounting | $9,500 |
Service code 15 · EIN 31-1299207 | Recordkeeping | $4,797 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,858 | $77,813-41.1% | $123,544-62.9% | $64,186-28.6% |
| Participation rate | 77.9% | 74.7%+3.2pp | 82.3%-4.4pp | 69.6%+8.4pp |
| Annual return | -4.75% | 12.48%-17.2pp | 119.20%-123.9pp | 7.63%-12.4pp |
| Employer contribution / active EE | $1,939 | $3,014-35.7% | $4,628-58.1% | $2,381-18.5% |
| Participant deferral / active EE | $5,133 | $5,240-2.0% | $6,426-20.1% | $3,470+48.0% |
| Admin fee / account holder | $540 | $5,519-90.2% | $9,284-94.2% | $4,888-89.0% |