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 10-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 26 · EIN 71-0294708 | Advisory (Participants) | $83,093 |
COHNREZNICK LLP9+ years Service code 10 350 CHURCH STREET · HARTFORD, CT 061031136 | Accounting | $17,300 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $295,316 | $56,638+421.4% | $169,368+74.4% | $74,419+296.8% |
| Participation rate | 95.9% | 67.5%+28.4pp | 77.1%+18.7pp | 70.7%+25.1pp |
| Annual return | 21.10% | 24.75%-3.7pp | 405.60%-384.5pp | 34.38%-13.3pp |
| Employer contribution / active EE | $12,665 | $2,027+524.9% | $4,013+215.6% | $2,637+380.2% |
| Participant deferral / active EE | $14,153 | $4,223+235.2% | $6,221+127.5% | $4,528+212.6% |
| Admin fee / account holder | $213 | $307-30.5% | $9,003-97.6% | $348-38.8% |