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... | $2,540 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $15,962 | $52,953-69.9% | $172,739-90.8% | $65,185-75.5% |
| Participation rate | 90.3% | 66.2%+24.1pp | 82.6%+7.7pp | 70.2%+20.1pp |
| Annual return | 21.51% | 30.12%-8.6pp | 802.84%-781.3pp | 29.38%-7.9pp |
| Employer contribution / active EE | $250 | $2,190-88.6% | $5,143-95.1% | $2,177-88.5% |
| Participant deferral / active EE | $918 | $2,471-62.9% | $5,198-82.3% | $3,514-73.9% |
| Admin fee / account holder | $13 | $472-97.2% | $13,954-99.9% | $847-98.4% |