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 10-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 |
|---|---|---|
COHN REZNICK LLP9 years Filed as: COHN REZNICK Service code 10 · EIN 22-1478099 | Accounting | $14,700 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,760 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$111,579 |
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 | $534,446 | $122,239+337.2% | $184,203+190.1% | $74,495+617.4% |
| Participation rate | 94.7% | 85.5%+9.2pp | 86.8%+7.8pp | 67.2%+27.5pp |
| Annual return | 15.93% | 19.95%-4.0pp | 28.81%-12.9pp | 1364.94%-1349.0pp |
| Employer contribution / active EE | $10,164 | $4,537+124.0% | $6,427+58.2% | $2,623+287.5% |
| Participant deferral / active EE | $19,472 | $7,139+172.8% | $9,131+113.2% | $4,346+348.1% |
| Admin fee / account holder | $228 | $1,260-81.9% | $13,901-98.4% | $1,942-88.3% |