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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $21,800 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $17,116 |
CITRIN COOPERMAN3 years Filed as: CINTRIN COOPERMAN Service code 10 · EIN 22-2428965 | Accounting | $11,748 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,318 | $64,119-23.1% | $112,228-56.1% | $66,914-26.3% |
| Participation rate | 83.3% | 68.5%+14.9pp | 75.1%+8.3pp | 69.8%+13.5pp |
| Annual return | -15.11% | -13.81%-1.3pp | 27.45%-42.6pp | 1.58%-16.7pp |
| Employer contribution / active EE | $1,580 | $3,005-47.4% | $3,635-56.5% | $2,544-37.9% |
| Participant deferral / active EE | $2,964 | $3,693-19.7% | $4,728-37.3% | $4,237-30.0% |
| Admin fee / account holder | $412 | $625-34.1% | $6,410-93.6% | $593-30.6% |