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 |
|---|---|---|
CITRIN COOPERMAN1 year Filed as: CITRIN COOPERMAN & COMPANY LLP Service code 10 · EIN 22-2428965 | Accounting | $19,000 |
Service code 27 · EIN 71-0294708 | Advisory (Plan) | $16,245 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 20-8764829 | Advisory (Plan) | $12,500 |
MORNINGSTAR9+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $9,750 |
Annual investment return 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 | $177,692 | $91,372+94.5% | $129,995+36.7% | $74,419+138.8% |
| Participation rate | 87.8% | 77.8%+10.1pp | 78.5%+9.4pp | 70.7%+17.1pp |
| Annual return | 13.85% | 23.21%-9.4pp | -137.18%+151.0pp | 34.38%-20.5pp |
| Employer contribution / active EE | $4,557 | $2,563+77.8% | $4,320+5.5% | $2,637+72.8% |
| Participant deferral / active EE | $9,384 | $4,721+98.8% | $5,820+61.2% | $4,528+107.2% |
| Admin fee / account holder | $54 | $283-81.0% | $10,614-99.5% | $348-84.5% |