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 | $80,283 |
COHNREZNICK LLP6 years Service code 10 · EIN 33-4144829 | Accounting | $20,162 |
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 | $378,499 | $54,517+594.3% | $75,972+398.2% | $74,495+408.1% |
| Participation rate | 94.9% | 60.3%+34.6pp | 69.1%+25.8pp | 67.2%+27.7pp |
| Annual return | 13.62% | 31.82%-18.2pp | 359.55%-345.9pp | 1364.94%-1351.3pp |
| Employer contribution / active EE | $11,735 | $1,777+560.3% | $2,685+337.1% | $2,623+347.4% |
| Participant deferral / active EE | $10,009 | $3,066+226.5% | $4,255+135.2% | $4,346+130.3% |
| Admin fee / account holder | $29 | $2,229-98.7% | $6,467-99.6% | $1,942-98.5% |