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 Filed as: COHEN & COMPANY, LTD. Service code 70 PO BOX 94787 · CLEVELAND, OH 441014787 | Consulting Fees | $22,100 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $2,250 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,215 | $65,435+74.5% | $86,677+31.8% | $66,914+70.7% |
| Participation rate | 97.6% | 75.5%+22.1pp | 76.6%+21.0pp | 69.8%+27.8pp |
| Annual return | -16.01% | -10.89%-5.1pp | 35.91%-51.9pp | 1.58%-17.6pp |
| Employer contribution / active EE | $1,753 | $2,153-18.6% | $2,836-38.2% | $2,544-31.1% |
| Participant deferral / active EE | $5,490 | $4,100+33.9% | $4,656+17.9% | $4,237+29.6% |
| Admin fee / account holder | $157 | $642-75.5% | $7,493-97.9% | $593-73.5% |