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 | $27,911 |
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $21,732 |
BAKER TILLY US, LLP3 years Service code 10 · EIN 39-0859910 | Accounting | $21,390 |
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 | $8,011 | $43,113-81.4% | $82,719-90.3% | $77,904-89.7% |
| Participation rate | 87.4% | 63.8%+23.6pp | 72.6%+14.9pp | 73.7%+13.7pp |
| Annual return | -13.62% | 2.60%-16.2pp | 701.18%-714.8pp | 12.21%-25.8pp |
| Employer contribution / active EE | $473 | $1,924-75.4% | $3,009-84.3% | $2,848-83.4% |
| Participant deferral / active EE | $469 | $3,057-84.7% | $4,395-89.3% | $4,806-90.2% |
| Admin fee / account holder | $40 | $102-60.7% | $5,329-99.2% | $133-69.7% |