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... | $2,313 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $80,135 | $58,879+36.1% | $178,490-55.1% | $73,488+9.0% |
| Participation rate | 98.4% | 66.2%+32.2pp | 81.9%+16.5pp | 70.7%+27.8pp |
| Annual return | 6.59% | 24.86%-18.3pp | 151.07%-144.5pp | 28.51%-21.9pp |
| Employer contribution / active EE | $3,865 | $2,236+72.8% | $5,011-22.9% | $2,270+70.2% |
| Participant deferral / active EE | $2,949 | $2,567+14.9% | $5,202-43.3% | $3,740-21.1% |
| Admin fee / account holder | $13 | $400-96.7% | $13,984-99.9% | $513-97.4% |