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 INC3+ years Service code 55 MF PROC DEP 3 · NEW YORK, NY 10001 | Other Commissions | $30,569 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,488 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $70,220 | $80,753-13.0% | $136,294-48.5% | $62,292+12.7% |
| Participation rate | 69.2% | 73.5%-4.3pp | 81.9%-12.7pp | 69.5%-0.3pp |
| Annual return | 24.91% | 35.83%-10.9pp | 5155.94%-5131.0pp | 28.90%-4.0pp |
| Employer contribution / active EE | $3,263 | $2,884+13.2% | $4,695-30.5% | $2,042+59.8% |
| Participant deferral / active EE | $7,293 | $5,164+41.2% | $6,247+16.7% | $3,169+130.1% |
| Admin fee / account holder | $11 | $525-97.9% | $9,243-99.9% | $479-97.7% |