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 & COMPANY4 years Filed as: COHEN & COMPANY LTD Service code 15 · EIN 34-1912961 | Recordkeeping | $7,500 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,891 |
ADP BROKER-DEALER5 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,333 | $80,968+64.7% | $96,544+38.1% | $75,163+77.4% |
| Participation rate | 91.2% | 71.8%+19.5pp | 76.0%+15.3pp | 67.2%+24.0pp |
| Annual return | 19.02% | 27.06%-8.0pp | 25.84%-6.8pp | 160.62%-141.6pp |
| Employer contribution / active EE | $3,418 | $2,282+49.8% | $2,965+15.3% | $2,670+28.0% |
| Participant deferral / active EE | $9,161 | $3,928+133.2% | $4,851+88.9% | $4,125+122.1% |
| Admin fee / account holder | $87 | $6,724-98.7% | $8,252-98.9% | $5,651-98.5% |