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 | $52,917 |
COHNREZNICK LLP2 years Service code 10 · EIN 22-1478099 | Accounting | $20,159 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $278,626 | $55,636+400.8% | $81,983+239.9% | $73,488+279.1% |
| Participation rate | 97.5% | 62.3%+35.2pp | 69.2%+28.3pp | 70.7%+26.8pp |
| Annual return | 16.46% | 19.07%-2.6pp | 41.31%-24.9pp | 28.51%-12.1pp |
| Employer contribution / active EE | $13,086 | $1,625+705.5% | $2,498+423.8% | $2,270+476.4% |
| Participant deferral / active EE | $10,594 | $2,762+283.5% | $3,722+184.6% | $3,740+183.3% |
| Admin fee / account holder | $327 | $493-33.7% | $5,664-94.2% | $513-36.3% |