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 |
|---|---|---|
Service code 99 10 EXCHANGE PLACE STE 1410 · JERSEY CITY, NJ 07302 | Other Fees | $115,481 |
CITRIN COOPERMAN1 year Filed as: CITRIN COOPERMAN & COMPANY LLP Service code 10 290 WEST MOUNT PLEASANT AVE · LIVINGSTON, NJ 07039 | Accounting | $25,000 |
Filed as: ACH RETIREMENT PLAN CONSULTANTS INC Service code 16 4729 E SUNRISE DRIVE PMB 334 · TUCSON, AZ 85718 | Consulting | $13,245 |
CARON & BLETZER, PLLC1 year Service code 10 51 CHURCH STREET PO BOX 668 · KINGSTON, NH 03848 | Accounting | $9,000 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $106,269 | $41,467+156.3% | $67,313+57.9% | $55,725+90.7% |
| Participation rate | 85.5% | 62.5%+23.0pp | 69.1%+16.5pp | 70.9%+14.7pp |
| Annual return | -5.60% | 0.82%-6.4pp | -4.08%-1.5pp | 244.93%-250.5pp |
| Employer contribution / active EE | $3,580 | $1,316+172.0% | $2,566+39.5% | $2,078+72.3% |
| Participant deferral / active EE | $6,249 | $2,399+160.4% | $3,568+75.1% | $3,356+86.2% |
| Admin fee / account holder | $244 | $102+139.0% | $4,507-94.6% | $115+111.8% |