See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $69,236 |
COHNREZNICK LLP3 years Service code 10 · EIN 22-1478099 | Accounting | $18,608 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $306,096 | $60,776+403.6% | $85,682+257.2% | $79,386+285.6% |
| Participation rate | 96.2% | 62.1%+34.1pp | 69.9%+26.3pp | 70.7%+25.4pp |
| Annual return | 13.58% | 16.57%-3.0pp | 21.49%-7.9pp | 116.85%-103.3pp |
| Employer contribution / active EE | $10,908 | $1,663+555.8% | $2,618+316.6% | $2,427+349.3% |
| Participant deferral / active EE | $9,214 | $2,919+215.7% | $3,923+134.9% | $4,046+127.8% |
| Admin fee / account holder | $8 | $438-98.2% | $6,873-99.9% | $626-98.7% |