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 16 · EIN 22-2428965 | Consulting | $21,000 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 16 · EIN 47-1411118 | Consulting | $19,500 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,001 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$33,744 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $227,941 | $101,317+125.0% | $146,958+55.1% | $74,495+206.0% |
| Participation rate | 89.2% | 75.5%+13.7pp | 82.2%+7.1pp | 67.2%+22.0pp |
| Annual return | 14.40% | 8730.91%-8716.5pp | 418.34%-403.9pp | 1364.94%-1350.5pp |
| Employer contribution / active EE | $8,449 | $3,810+121.8% | $4,933+71.3% | $2,623+222.1% |
| Participant deferral / active EE | $12,990 | $7,303+77.9% | $8,070+61.0% | $4,346+198.9% |
| Admin fee / account holder | $74 | $1,739-95.7% | $12,998-99.4% | $1,942-96.2% |