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 | $24,675 |
Service code 27 · EIN 58-1989031 | Advisory (Plan) | $17,500 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,845 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$1,060 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,665 | $88,083-0.5% | $164,813-46.8% | $74,495+17.7% |
| Participation rate | 93.2% | 73.0%+20.2pp | 78.6%+14.6pp | 67.2%+26.0pp |
| Annual return | 12.88% | 17.26%-4.4pp | 69.93%-57.0pp | 1364.94%-1352.1pp |
| Employer contribution / active EE | $3,598 | $2,593+38.8% | $4,341-17.1% | $2,623+37.2% |
| Participant deferral / active EE | $5,758 | $4,498+28.0% | $6,031-4.5% | $4,346+32.5% |
| Admin fee / account holder | $300 | $2,234-86.5% | $12,690-97.6% | $1,942-84.5% |