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 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $63,900 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $60,976 | $54,517+11.8% | $75,972-19.7% | $74,495-18.1% |
| Participation rate | 73.6% | 60.3%+13.3pp | 69.1%+4.5pp | 67.2%+6.4pp |
| Annual return | 11.90% | 31.82%-19.9pp | 359.55%-347.7pp | 1364.94%-1353.0pp |
| Employer contribution / active EE | $0 | $1,777-100.0% | $2,685-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $4,227 | $3,066+37.9% | $4,255-0.7% | $4,346-2.7% |
| Admin fee / account holder | $331 | $2,229-85.1% | $6,467-94.9% | $1,942-82.9% |