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... | $3,085 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $8,579 | $52,670-83.7% | $90,404-90.5% | $73,409-88.3% |
| Participation rate | 92.0% | 67.7%+24.3pp | 72.7%+19.3pp | 72.2%+19.8pp |
| Annual return | 12.56% | 20.70%-8.1pp | 1293.02%-1280.5pp | 59.29%-46.7pp |
| Employer contribution / active EE | $812 | $1,872-56.6% | $3,262-75.1% | $2,234-63.6% |
| Participant deferral / active EE | $1,283 | $2,807-54.3% | $3,963-67.6% | $3,805-66.3% |
| Admin fee / account holder | $8 | $117-92.9% | $5,611-99.9% | $158-94.7% |