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... | $1,495 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant 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 | $27,964 | $56,485-50.5% | $185,823-85.0% | $86,799-67.8% |
| Participation rate | 97.9% | 65.5%+32.5pp | 81.7%+16.2pp | 72.3%+25.7pp |
| Annual return | 228.26% | 118.04%+110.2pp | 122.05%+106.2pp | 97.91%+130.4pp |
| Employer contribution / active EE | $278 | $1,843-84.9% | $5,167-94.6% | $2,405-88.4% |
| Participant deferral / active EE | $693 | $2,553-72.9% | $5,568-87.6% | $4,131-83.2% |
| Admin fee / account holder | $4 | $150-97.2% | $16,237-100.0% | $170-97.5% |