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 6-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... | $1,046 |
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 | $20,556 | $52,953-61.2% | $172,739-88.1% | $65,185-68.5% |
| Participation rate | 94.2% | 66.2%+28.0pp | 82.6%+11.5pp | 70.2%+24.0pp |
| Annual return | 20.35% | 30.12%-9.8pp | 802.84%-782.5pp | 29.38%-9.0pp |
| Employer contribution / active EE | $2,279 | $2,190+4.1% | $5,143-55.7% | $2,177+4.7% |
| Participant deferral / active EE | $2,112 | $2,471-14.5% | $5,198-59.4% | $3,514-39.9% |
| Admin fee / account holder | $6 | $472-98.7% | $13,954-100.0% | $847-99.3% |