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... | $829 |
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 | $62,363 | $45,863+36.0% | $77,024-19.0% | $68,494-9.0% |
| Participation rate | 99.0% | 55.9%+43.1pp | 67.9%+31.1pp | 67.9%+31.1pp |
| Annual return | -17.91% | 1.72%-19.6pp | 42.32%-60.2pp | -7.84%-10.1pp |
| Employer contribution / active EE | $3,160 | $1,650+91.6% | $2,812+12.4% | $2,596+21.7% |
| Participant deferral / active EE | $6,650 | $2,962+124.5% | $4,426+50.2% | $4,027+65.1% |
| Admin fee / account holder | $6 | $3,041-99.8% | $5,425-99.9% | $5,403-99.9% |