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... | $628 |
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 | $69,013 | $53,777+28.3% | $134,143-48.6% | $79,858-13.6% |
| Participation rate | 91.3% | 58.8%+32.5pp | 72.2%+19.1pp | 69.6%+21.7pp |
| Annual return | 12.77% | 19.01%-6.2pp | 36.33%-23.6pp | 31.71%-18.9pp |
| Employer contribution / active EE | $269 | $1,321-79.7% | $3,704-92.7% | $2,471-89.1% |
| Participant deferral / active EE | $1,450 | $2,420-40.1% | $3,499-58.6% | $3,740-61.2% |
| Admin fee / account holder | $7 | $3,984-99.8% | $6,684-99.9% | $5,306-99.9% |