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 | Participant loan processing; Recordke... | $2,978 |
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 | $27,767 | $58,879-52.8% | $178,490-84.4% | $73,488-62.2% |
| Participation rate | 98.6% | 66.2%+32.4pp | 81.9%+16.7pp | 70.7%+27.9pp |
| Annual return | 9.42% | 24.86%-15.4pp | 151.07%-141.6pp | 28.51%-19.1pp |
| Employer contribution / active EE | $1,219 | $2,236-45.5% | $5,011-75.7% | $2,270-46.3% |
| Participant deferral / active EE | $3,346 | $2,567+30.3% | $5,202-35.7% | $3,740-10.5% |
| Admin fee / account holder | $8 | $400-98.1% | $13,984-99.9% | $513-98.5% |