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 COOPERMAN3 years Filed as: CITRINCOOPERMAN Service code 99 · EIN 11-1000111 | Other Fees | $10,900 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $7,149 |
MORNINGSTAR6+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $5,375 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,577 | $100,801-10.1% | $149,696-39.5% | $73,409+23.4% |
| Participation rate | 76.5% | 77.7%-1.1pp | 82.5%-5.9pp | 72.2%+4.4pp |
| Annual return | 16.84% | 265.34%-248.5pp | 276.60%-259.8pp | 59.29%-42.5pp |
| Employer contribution / active EE | $1,373 | $3,312-58.5% | $4,644-70.4% | $2,234-38.5% |
| Participant deferral / active EE | $7,478 | $6,404+16.8% | $6,842+9.3% | $3,805+96.5% |
| Admin fee / account holder | $78 | $181-56.9% | $9,309-99.2% | $158-50.6% |