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 |
|---|---|---|
Filed as: PETER CHISWICK Service code 14 · EIN 36-3109431 | Plan Administrator | $26,839 |
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Contract Administrator; Direct paymen... | $21,947 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,306 | $52,626-82.3% | $98,442-90.5% | $93,030-90.0% |
| Participation rate | 93.7% | 65.3%+28.4pp | 73.3%+20.4pp | 73.9%+19.8pp |
| Annual return | 19.99% | 16.95%+3.0pp | 1492.73%-1472.7pp | 158.70%-138.7pp |
| Employer contribution / active EE | $485 | $1,894-74.4% | $2,960-83.6% | $2,706-82.1% |
| Participant deferral / active EE | $490 | $2,907-83.1% | $4,276-88.5% | $4,562-89.3% |
| Admin fee / account holder | $40 | $102-61.1% | $5,949-99.3% | $152-73.8% |