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 | $88,157 |
COHNRESNICK LLP2 years Service code 10 · EIN 22-1478099 | Accounting | $20,500 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,909 | $51,288+157.2% | $81,983+60.9% | $73,409+79.7% |
| Participation rate | 98.1% | 64.0%+34.2pp | 69.2%+28.9pp | 72.2%+26.0pp |
| Annual return | 18.92% | 29.48%-10.6pp | 41.31%-22.4pp | 59.29%-40.4pp |
| Employer contribution / active EE | $4,780 | $1,487+221.5% | $2,498+91.3% | $2,234+114.0% |
| Participant deferral / active EE | $5,436 | $2,715+100.2% | $3,722+46.1% | $3,805+42.9% |
| Admin fee / account holder | $127 | $125+1.7% | $5,664-97.8% | $158-19.3% |