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 |
|---|---|---|
COHN REZNICK LLP1 year Filed as: COHN REZNICK Service code 10 · EIN 22-1478099 | Accounting | $20,000 |
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 | $205,659 | $64,909+216.8% | $82,313+149.9% | $62,292+230.2% |
| Participation rate | 87.1% | 74.9%+12.3pp | 76.9%+10.2pp | 69.5%+17.6pp |
| Annual return | 15.72% | 21.18%-5.5pp | 25.88%-10.2pp | 28.90%-13.2pp |
| Employer contribution / active EE | $6,373 | $1,676+280.3% | $2,428+162.4% | $2,042+212.1% |
| Participant deferral / active EE | $7,378 | $3,103+137.8% | $3,706+99.1% | $3,169+132.8% |
| Admin fee / account holder | $147 | $440-66.6% | $5,608-97.4% | $479-69.4% |