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 |
|---|---|---|
COHN REZNICK LLP1 year Filed as: J.H. COHN LLP Service code 10 · EIN 22-1478099 | Accounting | $12,075 |
INV PERFORMANCE SERVICE1 year Filed as: INV & RESEARCH ADVISORY GRP LLC Service code 27 · EIN 58-1989031 | Advisory (Plan) | $7,500 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,909 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$18,049 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,401 | $82,978-7.9% | $129,995-41.2% | $71,457+6.9% |
| Participation rate | 93.5% | 74.1%+19.4pp | 78.5%+15.0pp | 67.9%+25.6pp |
| Annual return | 18.45% | 20.60%-2.1pp | -137.18%+155.6pp | 28.85%-10.4pp |
| Employer contribution / active EE | $3,458 | $2,622+31.9% | $4,320-19.9% | $2,588+33.7% |
| Participant deferral / active EE | $5,487 | $4,432+23.8% | $5,820-5.7% | $4,289+27.9% |
| Admin fee / account holder | $78 | $1,729-95.5% | $10,614-99.3% | $1,587-95.1% |