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... | $978 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $20,024 | $58,879-66.0% | $178,490-88.8% | $73,488-72.8% |
| Participation rate | 87.3% | 66.2%+21.1pp | 81.9%+5.4pp | 70.7%+16.6pp |
| Annual return | 7.04% | 24.86%-17.8pp | 151.07%-144.0pp | 28.51%-21.5pp |
| Employer contribution / active EE | $1,475 | $2,236-34.1% | $5,011-70.6% | $2,270-35.0% |
| Participant deferral / active EE | $1,784 | $2,567-30.5% | $5,202-65.7% | $3,740-52.3% |
| Admin fee / account holder | $7 | $400-98.4% | $13,984-100.0% | $513-98.7% |