Filed March 22, 2021
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... | $1,289 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,206 | $61,272-85.0% | $149,673-93.8% | $71,457-87.1% |
| Participation rate | 81.6% | 62.5%+19.1pp | 78.8%+2.8pp | 67.9%+13.6pp |
| Annual return | 20.89% | 35.85%-15.0pp | 134.42%-113.5pp | 28.85%-8.0pp |
| Employer contribution / active EE | $2,606 | $2,378+9.6% | $4,818-45.9% | $2,588+0.7% |
| Participant deferral / active EE | $1,742 | $2,917-40.3% | $5,680-69.3% | $4,289-59.4% |
| Admin fee / account holder | $5 | $1,261-99.6% | $13,210-100.0% | $1,587-99.7% |