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 9-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 | $23,472 |
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 | $20,161 | $55,415-63.6% | $155,509-87.0% | $74,495-72.9% |
| Participation rate | 75.7% | 61.9%+13.8pp | 78.2%-2.5pp | 67.2%+8.5pp |
| Annual return | 11.23% | 268.50%-257.3pp | 64.67%-53.4pp | 1364.94%-1353.7pp |
| Employer contribution / active EE | $917 | $2,267-59.6% | $4,672-80.4% | $2,623-65.1% |
| Participant deferral / active EE | $1,701 | $2,836-40.0% | $5,626-69.8% | $4,346-60.9% |
| Admin fee / account holder | $147 | $1,738-91.6% | $15,912-99.1% | $1,942-92.4% |