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 9-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 LLP4 years Service code 15 · EIN 22-1478099 | Recordkeeping | $21,200 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,907 |
Service code 37 · EIN 36-3429599 | Loan Processing | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,307 | $100,801-67.9% | $149,696-78.4% | $73,409-56.0% |
| Participation rate | 75.4% | 77.7%-2.3pp | 82.5%-7.1pp | 72.2%+3.2pp |
| Annual return | 25.80% | 265.34%-239.5pp | 276.60%-250.8pp | 59.29%-33.5pp |
| Employer contribution / active EE | $1,510 | $3,312-54.4% | $4,644-67.5% | $2,234-32.4% |
| Participant deferral / active EE | $5,986 | $6,404-6.5% | $6,842-12.5% | $3,805+57.3% |
| Admin fee / account holder | $57 | $181-68.3% | $9,309-99.4% | $158-63.7% |