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 | Recordkeeping and information managem... | $8,133 |
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 | $20,708 | $52,293-60.4% | $178,490-88.4% | $73,409-71.8% |
| Participation rate | 96.5% | 65.3%+31.1pp | 81.9%+14.5pp | 72.2%+24.3pp |
| Annual return | 14.49% | 34.75%-20.3pp | 151.07%-136.6pp | 59.29%-44.8pp |
| Employer contribution / active EE | $966 | $1,735-44.3% | $5,011-80.7% | $2,234-56.8% |
| Participant deferral / active EE | $1,124 | $2,332-51.8% | $5,202-78.4% | $3,805-70.5% |
| Admin fee / account holder | $12 | $127-90.6% | $13,984-99.9% | $158-92.4% |