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 |
|---|---|---|
COHNREZNICK LLP1 year Service code 10 · EIN 22-1478098 | Accounting | $13,670 |
Filed as: FIDELITY INV INST OPER COMP, INC. Service code 16 · EIN 04-2647786 | Consulting | $2,588 |
Filed as: DIMEO SCHNEIDER Service code 27 · EIN 36-4001764 | Advisory (Plan) | $917 |
Service code 27 · EIN 20-4751584 | Advisory (Plan) | $106 |
FID INV INST OPS CO3 years Service code 60 | Sub-TA Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,079 | $58,879-43.8% | $178,490-81.5% | $73,488-55.0% |
| Participation rate | 83.7% | 66.2%+17.5pp | 81.9%+1.8pp | 70.7%+13.0pp |
| Annual return | 13.32% | 24.86%-11.5pp | 151.07%-137.7pp | 28.51%-15.2pp |
| Employer contribution / active EE | $1,066 | $2,236-52.3% | $5,011-78.7% | $2,270-53.0% |
| Participant deferral / active EE | $2,015 | $2,567-21.5% | $5,202-61.3% | $3,740-46.1% |
| Admin fee / account holder | $103 | $400-74.2% | $13,984-99.3% | $513-79.8% |