See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $65,069 |
COHNREZNUICK1 year Service code 10 · EIN 22-1478099 | Accounting | $9,000 |
USI CONSULTING GROUP1 year Filed as: USA CONSULTING GROUP Service code 16 · EIN 06-1397347 | Consulting | $8,806 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,721 | $89,436-8.6% | $164,813-50.4% | $77,643+5.3% |
| Participation rate | 92.1% | 78.6%+13.5pp | 78.6%+13.5pp | 70.6%+21.6pp |
| Annual return | 14.63% | 28.83%-14.2pp | 69.93%-55.3pp | 31.24%-16.6pp |
| Employer contribution / active EE | $4,603 | $2,569+79.2% | $4,341+6.0% | $2,726+68.9% |
| Participant deferral / active EE | $0 | $4,897-100.0% | $6,031-100.0% | $4,647-100.0% |
| Admin fee / account holder | $171 | $339-49.7% | $12,690-98.7% | $430-60.3% |