Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 9-year trajectory for $4.99 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 | $23,472 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,161 | $55,472-63.7% | $155,567-87.0% | $74,546-73.0% |
| Participation rate | 75.7% | 61.9%+13.8pp | 78.2%-2.5pp | 67.2%+8.5pp |
| Annual return | 11.23% | 268.72%-257.5pp | 64.74%-53.5pp | 1366.03%-1354.8pp |
| Employer contribution / active EE | $917 | $2,269-59.6% | $4,674-80.4% | $2,624-65.1% |
| Participant deferral / active EE | $1,701 | $2,838-40.1% | $5,628-69.8% | $4,347-60.9% |
| Admin fee / account holder | $147 | $1,743-91.6% | $15,916-99.1% | $1,944-92.5% |