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 99 · EIN 11-1000111 | Other Fees | $6,490 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $3,572 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,618 | $52,293-3.2% | $178,490-71.6% | $73,409-31.0% |
| Participation rate | 52.3% | 65.3%-13.0pp | 81.9%-29.6pp | 72.2%-19.8pp |
| Annual return | 11.34% | 34.75%-23.4pp | 151.07%-139.7pp | 59.29%-48.0pp |
| Employer contribution / active EE | $772 | $1,735-55.5% | $5,011-84.6% | $2,234-65.4% |
| Participant deferral / active EE | $1,338 | $2,332-42.6% | $5,202-74.3% | $3,805-64.8% |
| Admin fee / account holder | $38 | $127-70.3% | $13,984-99.7% | $158-76.1% |