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 13 · EIN 42-0127290 | Contract Administrator | $59,408 |
Service code 12 320 PARK AVE · NEW YORK, NY 10022 | Direct payment from the plan; Recordk... | $2,648 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,407 | $47,126-1.5% | $149,673-69.0% | $74,419-37.6% |
| Participation rate | 93.2% | 63.4%+29.8pp | 78.8%+14.4pp | 70.7%+22.4pp |
| Annual return | 12.49% | 22.75%-10.3pp | 134.42%-121.9pp | 34.38%-21.9pp |
| Employer contribution / active EE | $1,411 | $1,905-26.0% | $4,818-70.7% | $2,637-46.5% |
| Participant deferral / active EE | $4,246 | $2,728+55.6% | $5,680-25.2% | $4,528-6.2% |
| Admin fee / account holder | $115 | $343-66.4% | $13,210-99.1% | $348-66.9% |