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 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $1,054 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $6,802 | $58,879-88.4% | $178,490-96.2% | $73,488-90.7% |
| Participation rate | 98.0% | 66.2%+31.8pp | 81.9%+16.1pp | 70.7%+27.3pp |
| Annual return | 4.58% | 24.86%-20.3pp | 151.07%-146.5pp | 28.51%-23.9pp |
| Employer contribution / active EE | $415 | $2,236-81.5% | $5,011-91.7% | $2,270-81.7% |
| Participant deferral / active EE | $1,025 | $2,567-60.1% | $5,202-80.3% | $3,740-72.6% |
| Admin fee / account holder | $6 | $400-98.4% | $13,984-100.0% | $513-98.8% |