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... | $525 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $9,155 | $66,124-86.2% | $90,404-89.9% | $73,488-87.5% |
| Participation rate | 91.7% | 69.7%+22.1pp | 72.7%+19.0pp | 70.7%+21.1pp |
| Annual return | 21.92% | 17.65%+4.3pp | 1293.02%-1271.1pp | 28.51%-6.6pp |
| Employer contribution / active EE | $687 | $2,346-70.7% | $3,262-78.9% | $2,270-69.7% |
| Participant deferral / active EE | $2,094 | $3,039-31.1% | $3,963-47.2% | $3,740-44.0% |
| Admin fee / account holder | $3 | $396-99.2% | $5,611-99.9% | $513-99.4% |