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 |
|---|---|---|
CITIGROUP GLOBAL MARKETS INC10+ years Service code 55 333 W 34TH ST FL 7 · NEW YORK, NY 10001 | Other Commissions | $45,683 |
PKF O'CONNOR DAVIES, LLP1 year Filed as: PKF O'CONNOR DAVIES Service code 10 · EIN 27-1728945 | Accounting | $14,000 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$9,712 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,293 | $50,815+121.0% | $155,509-27.8% | $77,643+44.6% |
| Participation rate | 50.9% | 63.1%-12.2pp | 78.2%-27.3pp | 70.6%-19.6pp |
| Annual return | 19.21% | 34.80%-15.6pp | 64.67%-45.5pp | 31.24%-12.0pp |
| Employer contribution / active EE | $607 | $1,993-69.5% | $4,672-87.0% | $2,726-77.7% |
| Participant deferral / active EE | $7,364 | $2,822+161.0% | $5,626+30.9% | $4,647+58.5% |
| Admin fee / account holder | $15 | $437-96.5% | $15,912-99.9% | $430-96.4% |