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... | $3,167 |
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 | $21,569 | $47,126-54.2% | $149,673-85.6% | $74,419-71.0% |
| Participation rate | 95.3% | 63.4%+31.9pp | 78.8%+16.5pp | 70.7%+24.6pp |
| Annual return | 15.61% | 22.75%-7.1pp | 134.42%-118.8pp | 34.38%-18.8pp |
| Employer contribution / active EE | $1,541 | $1,905-19.1% | $4,818-68.0% | $2,637-41.6% |
| Participant deferral / active EE | $2,938 | $2,728+7.7% | $5,680-48.3% | $4,528-35.1% |
| Admin fee / account holder | $6 | $343-98.3% | $13,210-100.0% | $348-98.3% |