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 | Claims processing; Recordkeeping and ... | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $20,124 | $60,124-66.5% | $90,404-77.7% | $79,858-74.8% |
| Participation rate | 95.6% | 65.0%+30.6pp | 72.7%+22.9pp | 69.6%+26.0pp |
| Annual return | 12.10% | 71.94%-59.8pp | 1293.02%-1280.9pp | 31.71%-19.6pp |
| Employer contribution / active EE | -$34 | $2,068-101.6% | $3,262-101.0% | $2,471-101.4% |
| Participant deferral / active EE | -$58 | $2,938-102.0% | $3,963-101.5% | $3,740-101.5% |
| Admin fee / account holder | $18 | $3,976-99.5% | $5,611-99.7% | $5,306-99.7% |