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 | $66,403 |
COHNREZNICK LLP4 years Service code 10 · EIN 22-1478099 | Accounting | $14,856 |
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 | $257,705 | $63,442+306.2% | $68,791+274.6% | $66,914+285.1% |
| Participation rate | 95.3% | 60.0%+35.4pp | 69.0%+26.3pp | 69.8%+25.5pp |
| Annual return | -17.56% | -8.29%-9.3pp | -6.38%-11.2pp | 1.58%-19.1pp |
| Employer contribution / active EE | $12,388 | $1,775+598.0% | $2,655+366.6% | $2,544+386.9% |
| Participant deferral / active EE | $9,572 | $2,945+225.1% | $3,941+142.9% | $4,237+125.9% |
| Admin fee / account holder | $30 | $577-94.7% | $4,932-99.4% | $593-94.9% |