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 | Account maintenance fees; Participant... | $710 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,983 | $73,867-59.4% | $143,757-79.1% | $68,494-56.2% |
| Participation rate | 77.5% | 66.7%+10.8pp | 80.3%-2.8pp | 67.9%+9.6pp |
| Annual return | -13.06% | 1.01%-14.1pp | -0.04%-13.0pp | -7.84%-5.2pp |
| Employer contribution / active EE | $1,556 | $3,184-51.1% | $4,951-68.6% | $2,596-40.1% |
| Participant deferral / active EE | $2,133 | $3,384-37.0% | $5,637-62.2% | $4,027-47.0% |
| Admin fee / account holder | $7 | $5,755-99.9% | $14,673-100.0% | $5,403-99.9% |