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 37 · EIN 04-2647786 | Loan Processing | $45,273 |
COHNREZNICK LLP3 years Service code 10 · EIN 22-1478099 | Accounting | $21,614 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,262 | $63,321-55.4% | $68,791-58.9% | $77,904-63.7% |
| Participation rate | 89.4% | 71.1%+18.3pp | 69.0%+20.4pp | 73.7%+15.7pp |
| Annual return | -15.14% | -6.50%-8.6pp | -6.38%-8.8pp | 12.21%-27.3pp |
| Employer contribution / active EE | $1,061 | $2,794-62.0% | $2,655-60.0% | $2,848-62.7% |
| Participant deferral / active EE | $4,136 | $4,029+2.6% | $3,941+4.9% | $4,806-13.9% |
| Admin fee / account holder | $65 | $104-37.9% | $4,932-98.7% | $133-51.2% |