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 | $64,254 |
COHNREZNICK LLP5 years Service code 10 · EIN 22-1478099 | Accounting | $17,325 |
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 | $317,505 | $51,045+522.0% | $70,515+350.3% | $71,457+344.3% |
| Participation rate | 96.7% | 59.4%+37.2pp | 68.3%+28.3pp | 67.9%+28.7pp |
| Annual return | 19.71% | 42.63%-22.9pp | 32.77%-13.1pp | 28.85%-9.1pp |
| Employer contribution / active EE | $13,340 | $1,790+645.2% | $2,973+348.7% | $2,588+415.5% |
| Participant deferral / active EE | $10,017 | $3,026+231.0% | $4,567+119.3% | $4,289+133.6% |
| Admin fee / account holder | $16 | $1,994-99.2% | $6,412-99.8% | $1,587-99.0% |