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, LLC Service code 99 · EIN 22-2428965 | Other Fees | $25,200 |
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $6,375 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,359 | $89,436+34.6% | $164,813-27.0% | $77,643+55.0% |
| Participation rate | 73.5% | 78.6%-5.1pp | 78.6%-5.1pp | 70.6%+3.0pp |
| Annual return | 16.08% | 28.83%-12.7pp | 69.93%-53.8pp | 31.24%-15.2pp |
| Employer contribution / active EE | $2,372 | $2,569-7.7% | $4,341-45.4% | $2,726-13.0% |
| Participant deferral / active EE | $8,274 | $4,897+69.0% | $6,031+37.2% | $4,647+78.0% |
| Admin fee / account holder | $102 | $339-69.9% | $12,690-99.2% | $430-76.3% |