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 CONSULTING1 year Filed as: COOK STREET CONSULTING, INC Service code 16 · EIN 84-0854432 | Consulting | $23,275 |
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $22,117 |
Filed as: NORTH PIER FIDUCIARY MANAGMENT Service code 16 · EIN 26-3521867 | Consulting | $20,423 |
CAPIN CROUSE LLP3 years Service code 10 · EIN 36-3990892 | Accounting | $9,500 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $542 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $57,396 | $44,794+28.1% | $90,281-36.4% | $77,787-26.2% |
| Participation rate | 95.7% | 66.6%+29.1pp | 73.3%+22.4pp | 73.2%+22.5pp |
| Annual return | 1.11% | 28.23%-27.1pp | 78.10%-77.0pp | 32.57%-31.5pp |
| Employer contribution / active EE | $2,622 | $1,809+45.0% | $2,854-8.1% | $2,504+4.7% |
| Participant deferral / active EE | $0 | $2,642-100.0% | $3,885-100.0% | $3,967-100.0% |
| Admin fee / account holder | $21 | $94-77.6% | $5,351-99.6% | $100-78.9% |