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 16 · EIN 26-0058143 | Consulting | $188,529 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $164,544 |
COHN REZNICK LLP6+ years Filed as: COHN REZNICK Service code 10 · EIN 22-1478099 | Accounting | $39,980 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,810 | $48,166+163.3% | $96,562+31.3% | $93,030+36.3% |
| Participation rate | 100.0% | 65.1%+34.9pp | 69.8%+30.2pp | 73.9%+26.1pp |
| Annual return | 13.33% | 21.31%-8.0pp | 37.78%-24.5pp | 158.70%-145.4pp |
| Employer contribution / active EE | $3,662 | $1,070+242.3% | $2,356+55.4% | $2,706+35.3% |
| Participant deferral / active EE | $6,106 | $2,576+137.0% | $3,849+58.6% | $4,562+33.8% |
| Admin fee / account holder | $66 | $110-39.8% | $6,181-98.9% | $152-56.2% |