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 COOPERMAN5+ years Service code 16 · EIN 22-2428965 | Consulting | $15,197 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$8,320 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,324 | $88,122-28.1% | $141,162-55.1% | $67,579-6.3% |
| Participation rate | 98.2% | 76.5%+21.7pp | 82.5%+15.7pp | 71.3%+26.9pp |
| Annual return | 26.40% | 75.40%-49.0pp | 71.39%-45.0pp | 378.56%-352.2pp |
| Employer contribution / active EE | $3,229 | $3,224+0.2% | $4,735-31.8% | $2,148+50.4% |
| Participant deferral / active EE | $8,566 | $5,958+43.8% | $6,709+27.7% | $3,539+142.0% |
| Admin fee / account holder | $7 | $131-95.0% | $10,261-99.9% | $142-95.4% |