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 COOPERMAN6+ years Service code 16 · EIN 22-2428965 | Consulting | $22,456 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$3,704 |
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 | $72,674 | $100,801-27.9% | $149,696-51.5% | $73,409-1.0% |
| Participation rate | 97.2% | 77.7%+19.5pp | 82.5%+14.7pp | 72.2%+25.0pp |
| Annual return | 21.72% | 265.34%-243.6pp | 276.60%-254.9pp | 59.29%-37.6pp |
| Employer contribution / active EE | $3,092 | $3,312-6.6% | $4,644-33.4% | $2,234+38.4% |
| Participant deferral / active EE | $8,882 | $6,404+38.7% | $6,842+29.8% | $3,805+133.4% |
| Admin fee / account holder | $17 | $181-90.4% | $9,309-99.8% | $158-89.0% |