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... | $2,359 |
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 | $76,922 | $84,948-9.4% | $70,449+9.2% | $73,409+4.8% |
| Participation rate | 94.9% | 79.9%+15.0pp | 75.1%+19.9pp | 72.2%+22.7pp |
| Annual return | 12.89% | 13.39%-0.5pp | 109.03%-96.1pp | 59.29%-46.4pp |
| Employer contribution / active EE | $982 | $2,834-65.4% | $2,737-64.1% | $2,234-56.0% |
| Participant deferral / active EE | $2,458 | $3,387-27.4% | $3,709-33.7% | $3,805-35.4% |
| Admin fee / account holder | $5 | $98-94.8% | $3,845-99.9% | $158-96.8% |