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+ years Service code 10 · EIN 22-2428965 | Accounting | $17,500 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,994 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,450 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $95,049 | $55,182+72.2% | $73,307+29.7% | $55,191+72.2% |
| Participation rate | 57.0% | 73.9%-16.9pp | 74.9%-17.9pp | 69.2%-12.1pp |
| Annual return | -8.17% | 8.55%-16.7pp | 5.67%-13.8pp | 10.78%-18.9pp |
| Employer contribution / active EE | $1,372 | $1,935-29.1% | $3,237-57.6% | $1,899-27.8% |
| Participant deferral / active EE | $5,376 | $4,641+15.8% | $4,991+7.7% | $3,046+76.5% |
| Admin fee / account holder | $63 | $68-7.6% | $5,637-98.9% | $91-30.3% |