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 | $46,550 |
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $23,491 |
BKD, LLP1 year Filed as: BKD CPAS & ADVISORS Service code 10 · EIN 44-0160260 | Accounting | $6,250 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$7,695 |
Participant 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 | $68,516 | $47,634+43.8% | $90,404-24.2% | $90,288-24.1% |
| Participation rate | 98.3% | 67.5%+30.8pp | 72.7%+25.6pp | 73.4%+24.9pp |
| Annual return | 24.53% | 19.61%+4.9pp | 1293.02%-1268.5pp | 53.97%-29.4pp |
| Employer contribution / active EE | $2,521 | $1,749+44.2% | $3,262-22.7% | $2,524-0.1% |
| Participant deferral / active EE | $0 | $2,824-100.0% | $3,963-100.0% | $4,232-100.0% |
| Admin fee / account holder | $37 | $106-65.1% | $5,611-99.3% | $114-67.5% |