See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
COOK STREET CONSULTING4 years Filed as: COOK STREET CONSULTING, INC Service code 16 · EIN 84-0854432 | Consulting | $23,596 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,819 |
BKD, LLP4 years Filed as: BKD CPAS & ADVISORS Service code 10 · EIN 44-0160260 | Accounting | $15,650 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$30,500 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,608 | $43,113+1.1% | $82,719-47.3% | $77,904-44.0% |
| Participation rate | 99.7% | 63.8%+35.9pp | 72.6%+27.2pp | 73.7%+26.1pp |
| Annual return | -18.39% | 2.60%-21.0pp | 701.18%-719.6pp | 12.21%-30.6pp |
| Employer contribution / active EE | $2,503 | $1,924+30.1% | $3,009-16.8% | $2,848-12.1% |
| Participant deferral / active EE | $3,536 | $3,057+15.7% | $4,395-19.5% | $4,806-26.4% |
| Admin fee / account holder | $14 | $102-86.1% | $5,329-99.7% | $133-89.3% |