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 | $21,341 |
CITRIN COOPERMAN4 years Filed as: CITRIN COOPERMAN & COMPANY LLP Service code 99 · EIN 22-2428965 | Other Fees | $13,126 |
Service code 99 · EIN 04-2530412 | Other Fees | $6,541 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,773 | $58,264+105.6% | $86,612+38.3% | $71,457+67.6% |
| Participation rate | 100.0% | 65.0%+35.0pp | 71.7%+28.3pp | 67.9%+32.1pp |
| Annual return | 14.94% | 21.63%-6.7pp | 591.07%-576.1pp | 28.85%-13.9pp |
| Employer contribution / active EE | $8,349 | $2,574+224.4% | $3,022+176.2% | $2,588+222.7% |
| Participant deferral / active EE | $0 | $3,436-100.0% | $4,438-100.0% | $4,289-100.0% |
| Admin fee / account holder | $84 | $1,057-92.0% | $5,614-98.5% | $1,587-94.7% |