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 |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $6,843 |
COHNREZNICK LLP3 years Service code 10 · EIN 22-1478099 | Accounting | $5,455 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $47,797 | $62,928-24.0% | $172,739-72.3% | $67,579-29.3% |
| Participation rate | 51.1% | 64.5%-13.4pp | 82.6%-31.6pp | 71.3%-20.2pp |
| Annual return | 21.74% | 30.36%-8.6pp | 802.84%-781.1pp | 378.56%-356.8pp |
| Employer contribution / active EE | $768 | $1,636-53.1% | $5,143-85.1% | $2,148-64.2% |
| Participant deferral / active EE | $1,275 | $2,145-40.6% | $5,198-75.5% | $3,539-64.0% |
| Admin fee / account holder | $46 | $167-72.3% | $13,954-99.7% | $142-67.6% |