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 | $18,540 |
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 | $16,019 | $60,323-73.4% | $81,812-80.4% | $74,495-78.5% |
| Participation rate | 82.4% | 62.9%+19.6pp | 72.3%+10.1pp | 67.2%+15.2pp |
| Annual return | 12.55% | 16.90%-4.4pp | 773.79%-761.2pp | 1364.94%-1352.4pp |
| Employer contribution / active EE | $1,500 | $2,620-42.8% | $2,912-48.5% | $2,623-42.8% |
| Participant deferral / active EE | $2,110 | $3,387-37.7% | $4,319-51.1% | $4,346-51.4% |
| Admin fee / account holder | $133 | $1,486-91.0% | $7,386-98.2% | $1,942-93.1% |