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 |
|---|---|---|
COHNREZNICK LLP1 year Service code 10 · EIN 22-1478099 | Accounting | $18,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$26,275 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $67,645 | $54,392+24.4% | $84,750-20.2% | $63,975+5.7% |
| Participation rate | 84.4% | 76.9%+7.5pp | 76.6%+7.8pp | 71.1%+13.3pp |
| Annual return | 7.60% | 611.38%-603.8pp | 22.78%-15.2pp | 48.65%-41.1pp |
| Employer contribution / active EE | $2,483 | $2,943-15.6% | $3,574-30.5% | $2,182+13.8% |
| Participant deferral / active EE | $5,336 | $2,593+105.8% | $3,712+43.8% | $3,356+59.0% |
| Admin fee / account holder | -$2 | $136-101.3% | $5,332-100.0% | $70-102.6% |