Filed May 12, 2026
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 |
|---|---|---|
Service code 55 · EIN 38-1961943 | Other Commissions | $33,057 |
CAPOSSELA, COHEN, LLC1 year Service code 10 · EIN 06-1415579 | Accounting | $17,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,019 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,189 | $69,362+4.1% | $101,248-28.7% | $73,488-1.8% |
| Participation rate | 93.7% | 68.4%+25.3pp | 75.8%+17.9pp | 70.7%+23.0pp |
| Annual return | 17.51% | 18.46%-0.9pp | 46.47%-29.0pp | 28.51%-11.0pp |
| Employer contribution / active EE | $672 | $2,628-74.4% | $3,660-81.6% | $2,270-70.4% |
| Participant deferral / active EE | $7,626 | $3,300+131.1% | $4,370+74.5% | $3,740+103.9% |
| Admin fee / account holder | $90 | $704-87.2% | $5,945-98.5% | $513-82.5% |