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 7-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... | $2,691 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 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 | $16,656 | $54,762-69.6% | $90,281-81.6% | $72,985-77.2% |
| Participation rate | 97.9% | 65.1%+32.8pp | 73.3%+24.6pp | 69.5%+28.4pp |
| Annual return | 15.50% | 30.63%-15.1pp | 78.10%-62.6pp | 81.00%-65.5pp |
| Employer contribution / active EE | $0 | $2,092-100.0% | $2,854-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,297 | $2,887-55.1% | $3,885-66.6% | $3,607-64.0% |
| Admin fee / account holder | $10 | $3,972-99.8% | $5,351-99.8% | $5,124-99.8% |