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... | $3,203 |
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 | $39,167 | $81,248-51.8% | $155,509-74.8% | $80,856-51.6% |
| Participation rate | 85.1% | 66.2%+18.8pp | 78.2%+6.9pp | 67.6%+17.4pp |
| Annual return | 14.46% | 33.31%-18.8pp | 64.67%-50.2pp | 35.59%-21.1pp |
| Employer contribution / active EE | $1,467 | $3,100-52.7% | $4,672-68.6% | $2,755-46.7% |
| Participant deferral / active EE | $2,374 | $3,452-31.2% | $5,626-57.8% | $4,296-44.7% |
| Admin fee / account holder | $12 | $7,997-99.9% | $15,912-99.9% | $6,918-99.8% |