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 Filed as: COHNREZNICK, LLP Service code 10 · EIN 22-1478099 | Accounting | $23,100 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,304 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$16,046 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,355 | $86,655-21.1% | $119,609-42.9% | $66,914+2.2% |
| Participation rate | 86.6% | 75.6%+11.0pp | 79.3%+7.3pp | 69.8%+16.8pp |
| Annual return | -17.10% | -8.00%-9.1pp | -14.97%-2.1pp | 1.58%-18.7pp |
| Employer contribution / active EE | $3,231 | $2,536+27.4% | $4,232-23.6% | $2,544+27.0% |
| Participant deferral / active EE | $5,081 | $4,358+16.6% | $5,602-9.3% | $4,237+19.9% |
| Admin fee / account holder | $58 | $755-92.3% | $10,323-99.4% | $593-90.2% |