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 27 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Advisory (Plan) | $98,527 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $82,936 |
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 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 | $17,392 | $64,311-73.0% | $110,238-84.2% | $75,289-76.9% |
| Participation rate | 82.2% | 79.3%+2.9pp | 79.8%+2.4pp | 72.4%+9.8pp |
| Annual return | -3.33% | -1.74%-1.6pp | 314.74%-318.1pp | -0.04%-3.3pp |
| Employer contribution / active EE | $1,460 | $2,404-39.3% | $3,826-61.9% | $2,405-39.3% |
| Participant deferral / active EE | $3,269 | $3,892-16.0% | $4,672-30.0% | $3,739-12.6% |
| Admin fee / account holder | $107 | $88+22.3% | $8,547-98.7% | $102+4.7% |