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 |
|---|---|---|
CITADEL1+ years Service code 10 · EIN 36-4108019 | Accounting | $11,072 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$6,903 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $127,394 | $75,760+68.2% | $123,104+3.5% | $59,188+115.2% |
| Participation rate | 86.8% | 86.0%+0.8pp | 86.8%+0.1pp | 69.4%+17.4pp |
| Annual return | 3.30% | 2.93%+0.4pp | 13.22%-9.9pp | 5.51%-2.2pp |
| Employer contribution / active EE | $6,129 | $3,415+79.4% | $5,151+19.0% | $2,098+192.1% |
| Participant deferral / active EE | $12,813 | $5,000+156.2% | $6,230+105.7% | $3,265+292.5% |
| Admin fee / account holder | $11 | $61-82.7% | $9,015-99.9% | $92-88.6% |