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... | $3,140 |
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 | $19,658 | $46,292-57.5% | $143,757-86.3% | $64,808-69.7% |
| Participation rate | 92.5% | 64.2%+28.2pp | 80.3%+12.2pp | 71.5%+21.0pp |
| Annual return | -12.50% | -10.05%-2.4pp | -0.04%-12.5pp | 32.82%-45.3pp |
| Employer contribution / active EE | $1,481 | $1,910-22.5% | $4,951-70.1% | $2,506-40.9% |
| Participant deferral / active EE | $2,954 | $2,646+11.7% | $5,637-47.6% | $4,310-31.5% |
| Admin fee / account holder | $7 | $154-95.7% | $14,673-100.0% | $188-96.5% |