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 26 · EIN 13-2638166 1000 HARBOR BLVD · WEEHAWKEN, NJ 07086 | Advisory (Participants) | $20,604 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,852 | $55,472-53.4% | $155,567-83.4% | $74,546-65.3% |
| Participation rate | 95.6% | 61.9%+33.7pp | 78.2%+17.4pp | 67.2%+28.4pp |
| Annual return | 25.35% | 268.72%-243.4pp | 64.74%-39.4pp | 1366.03%-1340.7pp |
| Employer contribution / active EE | $1,927 | $2,269-15.1% | $4,674-58.8% | $2,624-26.6% |
| Participant deferral / active EE | $2,733 | $2,838-3.7% | $5,628-51.4% | $4,347-37.1% |
| Admin fee / account holder | $112 | $1,743-93.6% | $15,916-99.3% | $1,944-94.2% |