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 |
|---|---|---|
L M KOHN & COMPANY4+ years Service code 55 · EIN 31-1311805 | Other Commissions | $171,046 |
Service code 37 · EIN 04-2647786 | Loan Processing | $10,775 |
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 | $143,242 | $65,118+120.0% | $76,768+86.6% | $55,725+157.1% |
| Participation rate | 98.7% | 79.6%+19.1pp | 77.0%+21.8pp | 70.9%+27.9pp |
| Annual return | -5.24% | -1.27%-4.0pp | 2.43%-7.7pp | 244.93%-250.2pp |
| Employer contribution / active EE | $3,440 | $1,941+77.2% | $2,485+38.4% | $2,078+65.5% |
| Participant deferral / active EE | $7,628 | $3,688+106.8% | $3,852+98.1% | $3,356+127.3% |
| Admin fee / account holder | $11 | $116-90.2% | $6,675-99.8% | $115-90.1% |