Filed October 24, 2022
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.
| Provider | Service type | Compensation |
|---|---|---|
CITIGROUP GLOBAL MARKETS INC1+ years Filed as: CITI PRIVATE BANK Service code 27 · EIN 13-5266470 | Advisory (Plan) | $110,356 |
FIRST STATE TRUST COMPANY1+ years Service code 21 · EIN 13-3124172 | Bank Trustee | $17,845 |
See 1 actuary disclosure. $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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $55,554-100.0% | $308,621-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 19.8%-19.8pp | 57.2%-57.2pp | 11.0%-11.0pp |
| Annual return | 9.15% | 7.82%+1.3pp | 8.06%+1.1pp | 8.23%+0.9pp |
| Employer contribution / active EE | $98,816 | $18,498+434.2% | $42,627+131.8% | $13,859+613.0% |
| Participant deferral / active EE | $0 | $7-100.0% | $71-100.0% | $61-100.0% |
| Admin fee / account holder | $0 | $918-100.0% | $8,774-100.0% | $1,652-100.0% |