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... | $2,879 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $10,851 | $47,722-77.3% | $82,719-86.9% | $64,808-83.3% |
| Participation rate | 72.3% | 67.6%+4.6pp | 72.6%-0.3pp | 71.5%+0.8pp |
| Annual return | -9.83% | -13.05%+3.2pp | 701.18%-711.0pp | 32.82%-42.7pp |
| Employer contribution / active EE | $855 | $2,179-60.7% | $3,009-71.6% | $2,506-65.9% |
| Participant deferral / active EE | $906 | $3,329-72.8% | $4,395-79.4% | $4,310-79.0% |
| Admin fee / account holder | $8 | $143-94.6% | $5,329-99.9% | $188-95.9% |