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... | $3,468 |
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 | $14,839 | $66,124-77.6% | $90,404-83.6% | $73,488-79.8% |
| Participation rate | 89.0% | 69.7%+19.3pp | 72.7%+16.3pp | 70.7%+18.3pp |
| Annual return | 12.65% | 17.65%-5.0pp | 1293.02%-1280.4pp | 28.51%-15.9pp |
| Employer contribution / active EE | $590 | $2,346-74.9% | $3,262-81.9% | $2,270-74.0% |
| Participant deferral / active EE | $1,194 | $3,039-60.7% | $3,963-69.9% | $3,740-68.1% |
| Admin fee / account holder | $11 | $396-97.2% | $5,611-99.8% | $513-97.9% |