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 27 · EIN 20-4751585 | Advisory (Plan) | $30,918 |
COHN REZNICK LLP1 year Filed as: COHN REZNICK Service code 10 · EIN 22-1478099 | Accounting | $22,440 |
TIAA4+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $8,900 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $163,254 | $95,542+70.9% | $69,455+135.0% | $67,579+141.6% |
| Participation rate | 99.4% | 79.4%+20.1pp | 74.6%+24.8pp | 71.3%+28.2pp |
| Annual return | 5.64% | 17.67%-12.0pp | 28.97%-23.3pp | 378.56%-372.9pp |
| Employer contribution / active EE | $8,806 | $2,989+194.7% | $2,779+216.9% | $2,148+310.0% |
| Participant deferral / active EE | $5,732 | $3,263+75.7% | $3,535+62.1% | $3,539+61.9% |
| Admin fee / account holder | $105 | $90+17.2% | $3,839-97.3% | $142-26.0% |