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... | $1,644 |
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 | $104,323 | $60,124+73.5% | $90,404+15.4% | $79,858+30.6% |
| Participation rate | 94.2% | 65.0%+29.2pp | 72.7%+21.5pp | 69.6%+24.6pp |
| Annual return | 11.93% | 71.94%-60.0pp | 1293.02%-1281.1pp | 31.71%-19.8pp |
| Employer contribution / active EE | $6,144 | $2,068+197.1% | $3,262+88.4% | $2,471+148.7% |
| Participant deferral / active EE | $6,750 | $2,938+129.7% | $3,963+70.3% | $3,740+80.5% |
| Admin fee / account holder | $9 | $3,976-99.8% | $5,611-99.8% | $5,306-99.8% |