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 COOPERMAN8 years Service code 10 · EIN 22-2428965 | Accounting | $18,900 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,504 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$5,832 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $238,174 | $122,186+94.9% | $146,958+62.1% | $199,593+19.3% |
| Participation rate | 87.1% | 78.3%+8.8pp | 82.2%+4.9pp | 72.0%+15.1pp |
| Annual return | 29.46% | 30.56%-1.1pp | 418.34%-388.9pp | 34.25%-4.8pp |
| Employer contribution / active EE | $13,752 | $4,093+236.0% | $4,933+178.8% | $3,034+353.2% |
| Participant deferral / active EE | $4,875 | $8,502-42.7% | $8,070-39.6% | $5,087-4.2% |
| Admin fee / account holder | $23 | $179-87.3% | $12,998-99.8% | $269-91.6% |