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 | Account maintenance fees; Participant... | $145 |
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 | $49,512 | $54,350-8.9% | $82,719-40.1% | $68,494-27.7% |
| Participation rate | 77.6% | 63.9%+13.7pp | 72.6%+5.1pp | 67.9%+9.8pp |
| Annual return | -15.79% | -13.67%-2.1pp | 701.18%-717.0pp | -7.84%-8.0pp |
| Employer contribution / active EE | $2,773 | $2,218+25.0% | $3,009-7.8% | $2,596+6.8% |
| Participant deferral / active EE | $1,750 | $3,246-46.1% | $4,395-60.2% | $4,027-56.5% |
| Admin fee / account holder | $3 | $4,395-99.9% | $5,329-99.9% | $5,403-99.9% |