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 year Filed as: CITRIN COOPERMAN & COMPANY LLP Service code 10 · EIN 22-2428965 | Accounting | $30,081 |
GETTRY MARCUS CPA, P.C.5 years Service code 10 · EIN 13-3418879 | Accounting | $16,625 |
LINCOLN NATIONAL CORPORATION6 years Service code 13 · EIN 35-1140070 | Contract Administrator | $3,635 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,013 | $101,317+4.6% | $146,958-27.9% | $74,495+42.3% |
| Participation rate | 97.4% | 75.5%+21.8pp | 82.2%+15.2pp | 67.2%+30.2pp |
| Annual return | 12.45% | 8730.91%-8718.5pp | 418.34%-405.9pp | 1364.94%-1352.5pp |
| Employer contribution / active EE | $1,335 | $3,810-65.0% | $4,933-72.9% | $2,623-49.1% |
| Participant deferral / active EE | $8,548 | $7,303+17.0% | $8,070+5.9% | $4,346+96.7% |
| Admin fee / account holder | $214 | $1,739-87.7% | $12,998-98.4% | $1,942-89.0% |