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 27 · EIN 22-3189064 | Advisory (Plan) | $33,283 |
COHN REZNICK LLP2+ years Filed as: COHN REZNICK Service code 10 · EIN 22-1478099 | Accounting | $21,247 |
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,089 |
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 | $365,103 | $75,183+385.6% | $123,892+194.7% | $55,167+561.8% |
| Participation rate | 100.0% | 72.8%+27.2pp | 81.4%+18.6pp | 69.0%+31.0pp |
| Annual return | 10.05% | 19.01%-9.0pp | 47.52%-37.5pp | 169.23%-159.2pp |
| Employer contribution / active EE | $10,537 | $2,823+273.2% | $4,617+128.2% | $1,963+436.9% |
| Participant deferral / active EE | $6,409 | $5,084+26.1% | $5,984+7.1% | $3,054+109.9% |
| Admin fee / account holder | $233 | $663-64.9% | $8,357-97.2% | $504-53.8% |