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 10-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 |
|---|---|---|
COHNREZNICK LLP1 year Service code 10 · EIN 22-1478099 | Accounting | $7,613 |
S B H U LIFE AGENCY INC9+ years Service code 49 · EIN 13-2896238 | Other Services | $1,342 |
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $874 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,254 | $71,516-14.3% | $98,439-37.8% | $71,457-14.3% |
| Participation rate | 89.2% | 72.7%+16.5pp | 75.2%+14.0pp | 67.9%+21.3pp |
| Annual return | 13.08% | 32.41%-19.3pp | 21.16%-8.1pp | 28.85%-15.8pp |
| Employer contribution / active EE | $4,505 | $2,399+87.8% | $3,048+47.8% | $2,588+74.1% |
| Participant deferral / active EE | $0 | $4,109-100.0% | $4,738-100.0% | $4,289-100.0% |
| Admin fee / account holder | $20 | $1,675-98.8% | $8,948-99.8% | $1,587-98.8% |