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 16 · EIN 84-0854432 | Consulting | $23,450 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,666 |
BKD, LLP2 years Filed as: BKD CPAS & ADVISORS Service code 10 · EIN 44-0160260 | Accounting | $10,200 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$4,215 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $48,845 | $47,634+2.5% | $90,404-46.0% | $90,288-45.9% |
| Participation rate | 82.0% | 67.5%+14.5pp | 72.7%+9.3pp | 73.4%+8.6pp |
| Annual return | 22.82% | 19.61%+3.2pp | 1293.02%-1270.2pp | 53.97%-31.2pp |
| Employer contribution / active EE | $0 | $1,749-100.0% | $3,262-100.0% | $2,524-100.0% |
| Participant deferral / active EE | $2,783 | $2,824-1.4% | $3,963-29.8% | $4,232-34.2% |
| Admin fee / account holder | $29 | $106-72.8% | $5,611-99.5% | $114-74.7% |