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 15 · EIN 13-3689044 100 MANHATTAN ROAD, SUITE 3 · PURCHASE, NY 10577 | Recordkeeping | $25,380 |
BDO USA, LLP1 year Service code 37 · EIN 54-1921942 501 RIVERSIDE AVE. · JACKSONVILLE, FL 32202 | Loan Processing | $3,666 |
Employer 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 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 | $21,114 | $80,753-73.9% | $136,294-84.5% | $62,292-66.1% |
| Participation rate | 91.7% | 73.5%+18.2pp | 81.9%+9.8pp | 69.5%+22.2pp |
| Annual return | 21.96% | 35.83%-13.9pp | 5155.94%-5134.0pp | 28.90%-6.9pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,695-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $4,177 | $5,164-19.1% | $6,247-33.1% | $3,169+31.8% |
| Admin fee / account holder | $31 | $525-94.1% | $9,243-99.7% | $479-93.6% |