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 52 · EIN 81-2704670 70 PINE STREET APT 1204 · NEW YORK, NY 10005 | Indirect Investment Fees | $28,291 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $36,717 | $69,305-47.0% | $82,313-55.4% | $69,631-47.3% |
| Participation rate | 54.3% | 80.3%-26.0pp | 76.9%-22.6pp | 70.7%-16.4pp |
| Annual return | 16.09% | 21.47%-5.4pp | 25.88%-9.8pp | 27571.02%-27554.9pp |
| Employer contribution / active EE | $415 | $1,887-78.0% | $2,428-82.9% | $2,032-79.6% |
| Participant deferral / active EE | $2,760 | $3,568-22.7% | $3,706-25.5% | $3,224-14.4% |
| Admin fee / account holder | $122 | $97+25.9% | $5,608-97.8% | $110+10.8% |