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... | $0 |
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 | $75,821 | $21,287+256.2% | - | $68,494+10.7% |
| Participation rate | 100.0% | 40.3%+59.7pp | - | 67.9%+32.1pp |
| Annual return | -15.26% | -16.24%+1.0pp | - | -7.84%-7.4pp |
| Employer contribution / active EE | $5,648 | $1,123+402.9% | - | $2,596+117.5% |
| Participant deferral / active EE | $4,422 | $1,533+188.5% | - | $4,027+9.8% |
| Admin fee / account holder | $6 | $2,220-99.7% | - | $5,403-99.9% |