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 8-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 15 · EIN 22-2428965 | Recordkeeping | $14,893 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $549 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $43,153 | $37,426+15.3% | $77,482-44.3% | $79,858-46.0% |
| Participation rate | 66.7% | 41.5%+25.2pp | 54.2%+12.5pp | 69.6%-3.0pp |
| Annual return | 35.52% | 39.70%-4.2pp | 54.79%-19.3pp | 31.71%+3.8pp |
| Employer contribution / active EE | $974 | $637+53.0% | $986-1.2% | $2,471-60.6% |
| Participant deferral / active EE | $3,671 | $1,260+191.3% | $1,861+97.2% | $3,740-1.9% |
| Admin fee / account holder | $634 | $2,504-74.7% | $2,858-77.8% | $5,306-88.1% |