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 Filed as: CITRIN COOPERMAN & COMPANY LLP Service code 10 500 EXCHANGE STREET · PROVIDENCE, RI 02903 | Accounting | $24,400 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $4,787 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $1 |
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 | $141,889 | $72,254+96.4% | $86,677+63.7% | $64,808+118.9% |
| Participation rate | 95.7% | 80.4%+15.2pp | 76.6%+19.1pp | 71.5%+24.2pp |
| Annual return | -14.84% | 392.42%-407.3pp | 35.91%-50.7pp | 32.82%-47.7pp |
| Employer contribution / active EE | $3,593 | $2,393+50.2% | $2,836+26.7% | $2,506+43.4% |
| Participant deferral / active EE | $7,126 | $4,658+53.0% | $4,656+53.1% | $4,310+65.3% |
| Admin fee / account holder | $54 | $174-69.1% | $7,493-99.3% | $188-71.4% |