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 7-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 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $186,952 |
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 | $19,349 | $50,127-61.4% | $149,673-87.1% | $80,160-75.9% |
| Participation rate | 80.6% | 64.3%+16.3pp | 78.8%+1.9pp | 72.9%+7.7pp |
| Annual return | 21.29% | 29.82%-8.5pp | 134.42%-113.1pp | 40.38%-19.1pp |
| Employer contribution / active EE | $1,132 | $1,865-39.3% | $4,818-76.5% | $2,978-62.0% |
| Participant deferral / active EE | $3,242 | $3,194+1.5% | $5,680-42.9% | $5,017-35.4% |
| Admin fee / account holder | $119 | $153-22.0% | $13,210-99.1% | $145-17.8% |