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 COOPERMAN1 year Filed as: CITRIN COOPERMAN & COMPANY Service code 10 · EIN 22-2428965 529 5TH AVE FL 10TH · NEW YORK, NY 100174608 | Accounting | $9,500 |
Filed as: ALPHA PENSION GROUP Service code 17 · EIN 26-2219855 396 COMMONWELTH AVE UNIT D-2A · BOSTON, MA 022152823 | Pension Consulting | $5,985 |
TIAA1 year Filed as: TIAA-CREF Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NC 10017 | Recordkeeping Fees | $2,992 |
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 | $90,228 | $49,227+83.3% | $70,449+28.1% | $79,858+13.0% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 13.61% | 30.06%-16.5pp | 109.03%-95.4pp | 31.71%-18.1pp |
| Employer contribution / active EE | $1,890 | $2,099-9.9% | $2,737-30.9% | $2,471-23.5% |
| Participant deferral / active EE | $4,054 | $2,768+46.5% | $3,709+9.3% | $3,740+8.4% |
| Admin fee / account holder | $129 | $2,878-95.5% | $3,845-96.6% | $5,306-97.6% |