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... | $1,775 |
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 | $8,039 | $91,190-91.2% | $178,490-95.5% | $79,858-89.9% |
| Participation rate | 95.8% | 69.2%+26.6pp | 81.9%+13.9pp | 69.6%+26.2pp |
| Annual return | 20.39% | 24.19%-3.8pp | 151.07%-130.7pp | 31.71%-11.3pp |
| Employer contribution / active EE | $1,259 | $3,256-61.3% | $5,011-74.9% | $2,471-49.1% |
| Participant deferral / active EE | $1,420 | $3,236-56.1% | $5,202-72.7% | $3,740-62.0% |
| Admin fee / account holder | $12 | $6,751-99.8% | $13,984-99.9% | $5,306-99.8% |