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 LLP5 years Service code 99 · EIN 06-1051218 | Other Fees | $8,413 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $6,842 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $51,643 | $56,485-8.6% | $185,823-72.2% | $86,799-40.5% |
| Participation rate | 50.9% | 65.5%-14.6pp | 81.7%-30.8pp | 72.3%-21.4pp |
| Annual return | 10.19% | 118.04%-107.8pp | 122.05%-111.9pp | 97.91%-87.7pp |
| Employer contribution / active EE | $830 | $1,843-55.0% | $5,167-83.9% | $2,405-65.5% |
| Participant deferral / active EE | $1,374 | $2,553-46.2% | $5,568-75.3% | $4,131-66.7% |
| Admin fee / account holder | $56 | $150-62.5% | $16,237-99.7% | $170-66.9% |