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... | $746 |
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 | $29,315 | $61,156-52.1% | $185,823-84.2% | $79,386-63.1% |
| Participation rate | 75.7% | 66.6%+9.1pp | 81.7%-6.0pp | 70.7%+5.0pp |
| Annual return | 14.37% | 19.45%-5.1pp | 122.05%-107.7pp | 116.85%-102.5pp |
| Employer contribution / active EE | $1,223 | $2,321-47.3% | $5,167-76.3% | $2,427-49.6% |
| Participant deferral / active EE | $1,393 | $2,789-50.0% | $5,568-75.0% | $4,046-65.6% |
| Admin fee / account holder | $5 | $710-99.3% | $16,237-100.0% | $626-99.2% |