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 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $336 |
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 | $38,779 | $54,350-28.6% | $82,719-53.1% | $68,494-43.4% |
| Participation rate | 81.7% | 63.9%+17.7pp | 72.6%+9.1pp | 67.9%+13.8pp |
| Annual return | -18.74% | -13.67%-5.1pp | 701.18%-719.9pp | -7.84%-10.9pp |
| Employer contribution / active EE | $1,399 | $2,218-36.9% | $3,009-53.5% | $2,596-46.1% |
| Participant deferral / active EE | $4,310 | $3,246+32.8% | $4,395-1.9% | $4,027+7.0% |
| Admin fee / account holder | $3 | $4,395-99.9% | $5,329-99.9% | $5,403-99.9% |