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 | $93,868 |
COOK STREET CONSULTING5 years Filed as: COOK STREET CONSULTING, INC Service code 10 · EIN 84-0854432 | Accounting | $26,522 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $61,551 | $95,388-35.5% | $125,339-50.9% | $77,904-21.0% |
| Participation rate | 79.9% | 78.6%+1.3pp | 82.4%-2.5pp | 73.7%+6.2pp |
| Annual return | -7.83% | 116.19%-124.0pp | 572.05%-579.9pp | 12.21%-20.0pp |
| Employer contribution / active EE | $3,724 | $3,666+1.6% | $4,814-22.6% | $2,848+30.8% |
| Participant deferral / active EE | $9,078 | $7,711+17.7% | $7,446+21.9% | $4,806+88.9% |
| Admin fee / account holder | $102 | $119-13.8% | $10,010-99.0% | $133-22.7% |