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... | $1,284 |
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 | $27,341 | $52,953-48.4% | $172,739-84.2% | $65,185-58.1% |
| Participation rate | 88.1% | 66.2%+21.9pp | 82.6%+5.4pp | 70.2%+17.9pp |
| Annual return | 22.58% | 30.12%-7.5pp | 802.84%-780.3pp | 29.38%-6.8pp |
| Employer contribution / active EE | $1,654 | $2,190-24.5% | $5,143-67.8% | $2,177-24.0% |
| Participant deferral / active EE | $2,034 | $2,471-17.7% | $5,198-60.9% | $3,514-42.1% |
| Admin fee / account holder | $5 | $472-98.8% | $13,954-100.0% | $847-99.4% |