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 15 · EIN 34-1912961 | Recordkeeping | $28,318 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,165 |
ADP BROKER-DEALER2 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $113,183 | $78,422+44.3% | $95,952+18.0% | $79,858+41.7% |
| Participation rate | 97.0% | 73.5%+23.5pp | 77.1%+19.9pp | 69.6%+27.4pp |
| Annual return | 20.69% | 19.37%+1.3pp | 91.61%-70.9pp | 31.71%-11.0pp |
| Employer contribution / active EE | $2,708 | $1,945+39.2% | $2,541+6.6% | $2,471+9.6% |
| Participant deferral / active EE | $7,051 | $3,440+105.0% | $4,167+69.2% | $3,740+88.5% |
| Admin fee / account holder | $328 | $5,622-94.2% | $6,795-95.2% | $5,306-93.8% |