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 INC4+ years Service code 55 MF PROC DEP 3 · NEW YORK, NY 10001 | Other Commissions | $37,875 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,500 |
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 | $62,395 | $73,102-14.6% | $123,544-49.5% | $56,287+10.9% |
| Participation rate | 67.6% | 74.3%-6.7pp | 82.3%-14.6pp | 69.9%-2.2pp |
| Annual return | -6.84% | 3.01%-9.8pp | 119.20%-126.0pp | -9.96%+3.1pp |
| Employer contribution / active EE | $3,254 | $2,977+9.3% | $4,628-29.7% | $2,111+54.1% |
| Participant deferral / active EE | $7,397 | $5,423+36.4% | $6,426+15.1% | $3,350+120.8% |
| Admin fee / account holder | $10 | $554-98.1% | $9,284-99.9% | $521-98.0% |