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... | $6,261 |
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 | $12,889 | $88,122-85.4% | $141,162-90.9% | $67,579-80.9% |
| Participation rate | 96.8% | 76.5%+20.4pp | 82.5%+14.4pp | 71.3%+25.5pp |
| Annual return | 22.74% | 75.40%-52.7pp | 71.39%-48.7pp | 378.56%-355.8pp |
| Employer contribution / active EE | $4,736 | $3,224+46.9% | $4,7350% | $2,148+120.5% |
| Participant deferral / active EE | $605 | $5,958-89.8% | $6,709-91.0% | $3,539-82.9% |
| Admin fee / account holder | $14 | $131-89.1% | $10,261-99.9% | $142-90.0% |