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... | $24,415 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $17,512 | $57,610-69.6% | $154,803-88.7% | $102,872-83.0% |
| Participation rate | 88.0% | 59.5%+28.5pp | 78.1%+9.9pp | 73.0%+15.0pp |
| Annual return | 11.33% | 30.49%-19.2pp | 58.88%-47.6pp | 19.06%-7.7pp |
| Employer contribution / active EE | $694 | $1,883-63.2% | $4,305-83.9% | $3,526-80.3% |
| Participant deferral / active EE | $818 | $2,914-71.9% | $5,540-85.2% | $5,535-85.2% |
| Admin fee / account holder | $11 | $368-97.0% | $14,329-99.9% | $292-96.2% |