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... | $4,558 |
Employer contribution per participant 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 | $88,372 | $79,124+11.7% | $60,874+45.2% | $64,808+36.4% |
| Participation rate | 85.3% | 77.7%+7.6pp | 73.1%+12.2pp | 71.5%+13.8pp |
| Annual return | -12.86% | -7.13%-5.7pp | 16.90%-29.8pp | 32.82%-45.7pp |
| Employer contribution / active EE | $0 | $3,050-100.0% | $2,701-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $1,767 | $3,725-52.6% | $3,817-53.7% | $4,310-59.0% |
| Admin fee / account holder | $10 | $106-90.8% | $3,224-99.7% | $188-94.8% |