Filed July 26, 2022 (most recent of 3 filings on file)
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 | Participant loan processing; Recordke... | $7,025 |
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.
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 | $6,762 | $44,794-84.9% | $90,281-92.5% | $77,787-91.3% |
| Participation rate | 83.5% | 66.6%+16.9pp | 73.3%+10.2pp | 73.2%+10.3pp |
| Annual return | 21.69% | 28.23%-6.5pp | 78.10%-56.4pp | 32.57%-10.9pp |
| Employer contribution / active EE | $288 | $1,809-84.1% | $2,854-89.9% | $2,504-88.5% |
| Participant deferral / active EE | $501 | $2,642-81.0% | $3,885-87.1% | $3,967-87.4% |
| Admin fee / account holder | $5 | $94-95.2% | $5,351-99.9% | $100-95.5% |