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 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $3,829 |
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 | $33,288 | $55,415-39.9% | $155,509-78.6% | $74,495-55.3% |
| Participation rate | 70.7% | 61.9%+8.8pp | 78.2%-7.4pp | 67.2%+3.5pp |
| Annual return | 14.09% | 268.50%-254.4pp | 64.67%-50.6pp | 1364.94%-1350.9pp |
| Employer contribution / active EE | $1,283 | $2,267-43.4% | $4,672-72.5% | $2,623-51.1% |
| Participant deferral / active EE | $1,865 | $2,836-34.2% | $5,626-66.8% | $4,346-57.1% |
| Admin fee / account holder | $15 | $1,738-99.2% | $15,912-99.9% | $1,942-99.2% |