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 8-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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $47,553 |
COHNREZNICK LLP1 year Service code 10 · EIN 22-1478099 | Accounting | $20,500 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $231,333 | $47,922+382.7% | $75,886+204.8% | $65,185+254.9% |
| Participation rate | 97.8% | 63.0%+34.8pp | 69.3%+28.5pp | 70.2%+27.6pp |
| Annual return | 22.47% | 24.12%-1.6pp | 30.76%-8.3pp | 29.38%-6.9pp |
| Employer contribution / active EE | $11,201 | $1,557+619.3% | $2,500+348.0% | $2,177+414.6% |
| Participant deferral / active EE | $8,745 | $2,550+242.9% | $3,603+142.7% | $3,514+148.9% |
| Admin fee / account holder | $285 | $532-46.4% | $5,418-94.7% | $847-66.4% |