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 27 · EIN 84-0854432 | Advisory (Plan) | $25,375 |
BROCK AND COMPANY1 year Filed as: BROCK AND COMPANY, CPAS,P.C. Service code 10 · EIN 84-0930288 | Accounting | $15,866 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$9,113 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $56,845 | $88,122-35.5% | $141,162-59.7% | $67,579-15.9% |
| Participation rate | 83.3% | 76.5%+6.9pp | 82.5%+0.9pp | 71.3%+12.1pp |
| Annual return | 35.58% | 75.40%-39.8pp | 71.39%-35.8pp | 378.56%-343.0pp |
| Employer contribution / active EE | $3,226 | $3,2240% | $4,735-31.9% | $2,148+50.2% |
| Participant deferral / active EE | $8,405 | $5,958+41.1% | $6,709+25.3% | $3,539+137.5% |
| Admin fee / account holder | $43 | $131-67.2% | $10,261-99.6% | $142-69.9% |