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 | $27,370 |
CITRIN COOPERMAN5 years Filed as: CITRIN COOPERMAN & COMPANY LLP Service code 99 · EIN 22-2428965 | Other Fees | $9,975 |
Service code 99 · EIN 04-2530412 | Other Fees | $6,900 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,182 | $60,323+107.5% | $81,812+53.0% | $74,495+68.0% |
| Participation rate | 100.0% | 62.9%+37.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 13.30% | 16.90%-3.6pp | 773.79%-760.5pp | 1364.94%-1351.6pp |
| Employer contribution / active EE | $8,198 | $2,620+212.9% | $2,912+181.5% | $2,623+212.6% |
| Participant deferral / active EE | $0 | $3,387-100.0% | $4,319-100.0% | $4,346-100.0% |
| Admin fee / account holder | $89 | $1,486-94.0% | $7,386-98.8% | $1,942-95.4% |