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... | $12,870 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $6,068 | $52,293-88.4% | $178,490-96.6% | $73,409-91.7% |
| Participation rate | 87.7% | 65.3%+22.4pp | 81.9%+5.8pp | 72.2%+15.5pp |
| Annual return | 11.05% | 34.75%-23.7pp | 151.07%-140.0pp | 59.29%-48.2pp |
| Employer contribution / active EE | $570 | $1,735-67.2% | $5,011-88.6% | $2,234-74.5% |
| Participant deferral / active EE | $465 | $2,332-80.1% | $5,202-91.1% | $3,805-87.8% |
| Admin fee / account holder | $12 | $127-90.5% | $13,984-99.9% | $158-92.3% |