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 | $88,404 |
COOK STREET CONSULTING4 years Filed as: COOK STREET CONSULTING, INC Service code 10 · EIN 84-0854432 | Accounting | $26,522 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,166 | $104,317-30.8% | $159,436-54.7% | $86,799-16.9% |
| Participation rate | 79.2% | 77.7%+1.5pp | 82.8%-3.6pp | 72.3%+6.9pp |
| Annual return | 23.02% | 26.32%-3.3pp | 263.57%-240.5pp | 97.91%-74.9pp |
| Employer contribution / active EE | $2,857 | $3,451-17.2% | $4,829-40.8% | $2,405+18.8% |
| Participant deferral / active EE | $8,275 | $6,837+21.0% | $7,352+12.6% | $4,131+100.3% |
| Admin fee / account holder | $117 | $172-32.3% | $10,799-98.9% | $170-31.3% |