See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
COHEN & COMPANY5 years Filed as: COHEN & COMPANY LTD Service code 15 · EIN 34-1912961 | Recordkeeping | $12,500 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,506 |
ADP BROKER-DEALER6 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 | $152,150 | $86,929+75.0% | $102,423+48.6% | $80,856+88.2% |
| Participation rate | 93.3% | 72.4%+21.0pp | 76.5%+16.8pp | 67.6%+25.7pp |
| Annual return | 16.42% | 18.88%-2.5pp | 29.32%-12.9pp | 35.59%-19.2pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $9,417 | $4,118+128.7% | $5,053+86.4% | $4,296+119.2% |
| Admin fee / account holder | $153 | $8,049-98.1% | $9,451-98.4% | $6,918-97.8% |