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 7-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 37 · EIN 04-2647786 | Loan Processing | $84,959 |
COHNRESNICK LLP1 year Service code 10 · EIN 22-1478099 | Accounting | $20,500 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,641 | $46,423+142.6% | $75,886+48.4% | $67,579+66.7% |
| Participation rate | 97.1% | 63.1%+34.0pp | 69.3%+27.8pp | 71.3%+25.8pp |
| Annual return | 25.36% | 32.29%-6.9pp | 30.76%-5.4pp | 378.56%-353.2pp |
| Employer contribution / active EE | $4,302 | $1,406+205.9% | $2,500+72.1% | $2,148+100.3% |
| Participant deferral / active EE | $4,697 | $2,564+83.2% | $3,603+30.4% | $3,539+32.7% |
| Admin fee / account holder | $130 | $132-1.1% | $5,418-97.6% | $142-8.4% |