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 LLP2 years Service code 10 · EIN 22-1478099 | Accounting | $19,000 |
JACKSON LEWIS P.C.1 year Filed as: JACKSON LEWIS Service code 29 · EIN 46-3862389 | Legal | $9,261 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$39,071 |
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 | $89,927 | $221,442-59.4% | $92,233-2.5% | $77,958+15.4% |
| Participation rate | 86.4% | 79.6%+6.8pp | 76.5%+9.9pp | 71.6%+14.7pp |
| Annual return | 18.90% | 15.65%+3.2pp | 176.28%-157.4pp | 20.87%-2.0pp |
| Employer contribution / active EE | $2,741 | $3,226-15.0% | $3,679-25.5% | $2,310+18.6% |
| Participant deferral / active EE | $5,794 | $2,779+108.5% | $3,897+48.7% | $3,537+63.8% |
| Admin fee / account holder | -$4 | $210-102.0% | $5,194-100.1% | $97-104.2% |