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 99 · EIN 20-4751585 | Other Fees | $20,159 |
CITRIN COOPERMAN2 years Filed as: CITRIN COOPERMAN & COMPANY LLP Service code 99 · EIN 22-2428965 | Other Fees | $12,200 |
Service code 99 · EIN 04-2530412 | Other Fees | $8,021 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,605 | $63,745+103.3% | $98,442+31.7% | $79,386+63.3% |
| Participation rate | 99.4% | 69.9%+29.5pp | 73.3%+26.1pp | 70.7%+28.7pp |
| Annual return | 12.65% | 625.80%-613.2pp | 1492.73%-1480.1pp | 116.85%-104.2pp |
| Employer contribution / active EE | $8,170 | $2,557+219.5% | $2,960+176.0% | $2,427+236.6% |
| Participant deferral / active EE | $0 | $3,303-100.0% | $4,276-100.0% | $4,046-100.0% |
| Admin fee / account holder | $85 | $516-83.5% | $5,949-98.6% | $626-86.4% |