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 | $41,483 |
CITRIN COOPERMAN3 years Filed as: CITRIN COOPERMAN & COMPANY LLP Service code 99 · EIN 22-2428965 | Other Fees | $23,525 |
Service code 99 · EIN 04-2530412 | Other Fees | $11,262 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,407 | $51,197+113.7% | $82,719+32.3% | $66,914+63.5% |
| Participation rate | 100.0% | 67.8%+32.2pp | 72.6%+27.4pp | 69.8%+30.2pp |
| Annual return | -11.31% | -9.64%-1.7pp | 701.18%-712.5pp | 1.58%-12.9pp |
| Employer contribution / active EE | $8,191 | $2,611+213.7% | $3,009+172.2% | $2,544+222.0% |
| Participant deferral / active EE | $0 | $3,458-100.0% | $4,395-100.0% | $4,237-100.0% |
| Admin fee / account holder | $160 | $416-61.6% | $5,329-97.0% | $593-73.1% |