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... | $2,187 |
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 | $16,531 | $47,126-64.9% | $149,673-89.0% | $74,419-77.8% |
| Participation rate | 89.7% | 63.4%+26.3pp | 78.8%+11.0pp | 70.7%+19.0pp |
| Annual return | 16.61% | 22.75%-6.1pp | 134.42%-117.8pp | 34.38%-17.8pp |
| Employer contribution / active EE | $1,532 | $1,905-19.6% | $4,818-68.2% | $2,637-41.9% |
| Participant deferral / active EE | $2,303 | $2,728-15.6% | $5,680-59.5% | $4,528-49.1% |
| Admin fee / account holder | $5 | $343-98.4% | $13,210-100.0% | $348-98.4% |