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 |
|---|---|---|
L M KOHN & COMPANY2 years Filed as: L.M. KOHN & COMPANY Service code 27 10151 CARVER RD · CINCINNATI, OH 45242 | Advisory (Plan) | $18,604 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,508 | $65,061-48.5% | $143,757-76.7% | $66,914-49.9% |
| Participation rate | 100.0% | 65.2%+34.8pp | 80.3%+19.7pp | 69.8%+30.2pp |
| Annual return | -10.93% | -11.14%+0.2pp | -0.04%-10.9pp | 1.58%-12.5pp |
| Employer contribution / active EE | $3,240 | $2,361+37.2% | $4,951-34.6% | $2,544+27.3% |
| Participant deferral / active EE | $2,724 | $2,919-6.7% | $5,637-51.7% | $4,237-35.7% |
| Admin fee / account holder | $206 | $502-58.9% | $14,673-98.6% | $593-65.2% |