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 LLP5 years Service code 10 · EIN 22-1478099 | Accounting | $17,609 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,625 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $82,292 | $62,624+31.4% | $177,989-53.8% | $77,643+6.0% |
| Participation rate | 29.8% | 66.8%-37.0pp | 77.1%-47.3pp | 70.6%-40.8pp |
| Annual return | 18.49% | 16.16%+2.3pp | 294.48%-276.0pp | 31.24%-12.8pp |
| Employer contribution / active EE | $1,228 | $1,909-35.7% | $3,949-68.9% | $2,726-55.0% |
| Participant deferral / active EE | $3,158 | $4,219-25.1% | $6,276-49.7% | $4,647-32.0% |
| Admin fee / account holder | $121 | $386-68.6% | $10,363-98.8% | $430-71.8% |