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 Service code 10 · EIN 22-1478099 | Accounting | $18,250 |
Filed as: MERRILL LYNCH Service code 16 · EIN 13-5674085 | Consulting | $10,430 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$10 |
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 | $200,156 | $87,841+127.9% | $133,980+49.4% | $62,891+218.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 16.97% | 12.05%+4.9pp | 29.30%-12.3pp | 20.14%-3.2pp |
| Employer contribution / active EE | $11,992 | $3,483+244.3% | $5,211+130.1% | $2,281+425.8% |
| Participant deferral / active EE | $16,295 | $4,812+238.6% | $6,282+159.4% | $3,203+408.7% |
| Admin fee / account holder | $213 | $5,371-96.0% | $9,324-97.7% | $4,296-95.0% |