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 LLP4 years Service code 10 · EIN 22-1478098 | Accounting | $19,215 |
FID INV INST OPS CO6 years Service code 15 · EIN 04-2647786 | Recordkeeping | $4,244 |
FIDUCIENT ADVISORS LLC3 years Service code 27 · EIN 36-4001764 | Advisory (Plan) | $220 |
STRATEGIC ADVISORS, INC.2 years Filed as: STRATEGIC ADVISORS Service code 27 · EIN 04-2654524 | Advisory (Plan) | $30 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,449 | $77,899-46.8% | $149,673-72.3% | $75,163-44.9% |
| Participation rate | 72.6% | 65.6%+7.0pp | 78.8%-6.1pp | 67.2%+5.4pp |
| Annual return | 18.31% | 31.72%-13.4pp | 134.42%-116.1pp | 160.62%-142.3pp |
| Employer contribution / active EE | $1,467 | $3,137-53.2% | $4,818-69.5% | $2,670-45.0% |
| Participant deferral / active EE | $2,965 | $3,411-13.1% | $5,680-47.8% | $4,125-28.1% |
| Admin fee / account holder | $157 | $5,956-97.4% | $13,210-98.8% | $5,651-97.2% |