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 |
|---|---|---|
CITIGROUP GLOBAL MARKETS INC2+ years Service code 55 ATTN MF PROC DEP 3 · NEW YORK, NY 10001 | Other Commissions | $23,176 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,044 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $53,227 | $75,183-29.2% | $123,892-57.0% | $55,167-3.5% |
| Participation rate | 74.6% | 72.8%+1.8pp | 81.4%-6.8pp | 69.0%+5.6pp |
| Annual return | 12.04% | 19.01%-7.0pp | 47.52%-35.5pp | 169.23%-157.2pp |
| Employer contribution / active EE | $3,813 | $2,823+35.1% | $4,617-17.4% | $1,963+94.3% |
| Participant deferral / active EE | $8,862 | $5,084+74.3% | $5,984+48.1% | $3,054+190.2% |
| Admin fee / account holder | $8 | $663-98.8% | $8,357-99.9% | $504-98.4% |