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 |
|---|---|---|
COHEN & COMPANY1 year Service code 10 · EIN 34-1912961 | Accounting | $39,088 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,620 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,731 |
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 | $71,132 | $80,177-11.3% | $123,892-42.6% | $57,658+23.4% |
| Participation rate | 86.8% | 74.4%+12.3pp | 81.4%+5.4pp | 70.2%+16.5pp |
| Annual return | 7.09% | 17.90%-10.8pp | 47.52%-40.4pp | 5.13%+2.0pp |
| Employer contribution / active EE | $528 | $2,913-81.9% | $4,617-88.6% | $1,974-73.3% |
| Participant deferral / active EE | $8,060 | $5,130+57.1% | $5,984+34.7% | $3,061+163.4% |
| Admin fee / account holder | $79 | $106-25.5% | $8,357-99.1% | $95-16.2% |