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 | $47,957 |
COOK STREET CONSULTING6 years Filed as: COOK STREET CONSULTING, INC Service code 27 · EIN 84-0854432 | Advisory (Plan) | $26,914 |
BROCK AND COMPANY9+ years Service code 10 · EIN 84-0930288 | Accounting | $8,490 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,981 | $95,274-15.0% | $135,903-40.4% | $74,419+8.8% |
| Participation rate | 83.5% | 78.2%+5.3pp | 81.9%+1.6pp | 70.7%+12.8pp |
| Annual return | 26.19% | 32.77%-6.6pp | 68.23%-42.0pp | 34.38%-8.2pp |
| Employer contribution / active EE | $3,509 | $3,874-9.4% | $4,856-27.7% | $2,637+33.0% |
| Participant deferral / active EE | $10,313 | $7,782+32.5% | $7,758+32.9% | $4,528+127.7% |
| Admin fee / account holder | $71 | $266-73.2% | $10,762-99.3% | $348-79.5% |