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 | $17,712 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $14,398 | $58,264-75.3% | $86,612-83.4% | $71,457-79.9% |
| Participation rate | 83.3% | 65.0%+18.3pp | 71.7%+11.6pp | 67.9%+15.4pp |
| Annual return | 20.68% | 21.63%-0.9pp | 591.07%-570.4pp | 28.85%-8.2pp |
| Employer contribution / active EE | $948 | $2,574-63.2% | $3,022-68.6% | $2,588-63.4% |
| Participant deferral / active EE | $1,710 | $3,436-50.2% | $4,438-61.5% | $4,289-60.1% |
| Admin fee / account holder | $183 | $1,057-82.7% | $5,614-96.7% | $1,587-88.5% |