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... | $2,949 |
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 | $18,100 | $61,156-70.4% | $185,823-90.3% | $79,386-77.2% |
| Participation rate | 91.5% | 66.6%+24.9pp | 81.7%+9.8pp | 70.7%+20.8pp |
| Annual return | 24.08% | 19.45%+4.6pp | 122.05%-98.0pp | 116.85%-92.8pp |
| Employer contribution / active EE | $1,390 | $2,321-40.1% | $5,167-73.1% | $2,427-42.7% |
| Participant deferral / active EE | $1,503 | $2,789-46.1% | $5,568-73.0% | $4,046-62.9% |
| Admin fee / account holder | $3 | $710-99.6% | $16,237-100.0% | $626-99.6% |