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 | $55,415-53.3% | $155,509-83.4% | $74,495-65.3% |
| Participation rate | 95.6% | 61.9%+33.7pp | 78.2%+17.4pp | 67.2%+28.4pp |
| Annual return | 25.35% | 268.50%-243.1pp | 64.67%-39.3pp | 1364.94%-1339.6pp |
| Employer contribution / active EE | $1,927 | $2,267-15.0% | $4,672-58.8% | $2,623-26.5% |
| Participant deferral / active EE | $2,733 | $2,836-3.6% | $5,626-51.4% | $4,346-37.1% |
| Admin fee / account holder | $112 | $1,738-93.6% | $15,912-99.3% | $1,942-94.2% |