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 55 1 NEW YORK PLZ FL 12 · NEW YORK, NY 10004 | Other Commissions | $24,535 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $8,570 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $46,684 | $62,928-25.8% | $172,739-73.0% | $67,579-30.9% |
| Participation rate | 23.5% | 64.5%-41.0pp | 82.6%-59.1pp | 71.3%-47.8pp |
| Annual return | 21.14% | 30.36%-9.2pp | 802.84%-781.7pp | 378.56%-357.4pp |
| Employer contribution / active EE | $146 | $1,636-91.1% | $5,143-97.2% | $2,148-93.2% |
| Participant deferral / active EE | $689 | $2,145-67.9% | $5,198-86.7% | $3,539-80.5% |
| Admin fee / account holder | $37 | $167-77.7% | $13,954-99.7% | $142-73.8% |