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 |
|---|---|---|
CITRIN COOPERMAN2 years Service code 10 · EIN 22-2428965 | Accounting | $6,250 |
Service code 27 · EIN 20-4751585 | Advisory (Plan) | $6,215 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$665 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $199,251 | $75,388+164.3% | $123,544+61.3% | $55,725+257.6% |
| Participation rate | 88.5% | 75.7%+12.8pp | 82.3%+6.2pp | 70.9%+17.6pp |
| Annual return | 12.79% | 4.48%+8.3pp | 119.20%-106.4pp | 244.93%-232.1pp |
| Employer contribution / active EE | $10,463 | $3,063+241.6% | $4,628+126.1% | $2,078+403.5% |
| Participant deferral / active EE | $4,277 | $5,651-24.3% | $6,426-33.4% | $3,356+27.5% |
| Admin fee / account holder | $9 | $120-92.1% | $9,284-99.9% | $115-91.8% |