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 16 · EIN 47-1411118 | Consulting | $96,908 |
Service code 12 · EIN 13-3689044 | Claims processing; Account maintenanc... | $84,944 |
CITRIN COOPERMAN1 year Filed as: CITRIN COOPERMAN & COMPANY, LLP Service code 10 · EIN 22-2428965 | Accounting | $20,000 |
NATIONAL FINANCIAL SERVICES8+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,243 | $46,292+12.9% | $143,757-63.7% | $64,808-19.4% |
| Participation rate | 72.3% | 64.2%+8.1pp | 80.3%-8.0pp | 71.5%+0.9pp |
| Annual return | -17.59% | -10.05%-7.5pp | -0.04%-17.5pp | 32.82%-50.4pp |
| Employer contribution / active EE | $0 | $1,910-100.0% | $4,951-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $5,932 | $2,646+124.2% | $5,637+5.2% | $4,310+37.6% |
| Admin fee / account holder | $249 | $154+61.7% | $14,673-98.3% | $188+32.4% |