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... | $107 |
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 | $102,323 | $58,264+75.6% | $86,612+18.1% | $71,457+43.2% |
| Participation rate | 83.1% | 65.0%+18.1pp | 71.7%+11.4pp | 67.9%+15.1pp |
| Annual return | 17.41% | 21.63%-4.2pp | 591.07%-573.7pp | 28.85%-11.4pp |
| Employer contribution / active EE | $6,491 | $2,574+152.2% | $3,022+114.8% | $2,588+150.8% |
| Participant deferral / active EE | $7,107 | $3,436+106.8% | $4,438+60.1% | $4,289+65.7% |
| Admin fee / account holder | $3 | $1,057-99.7% | $5,614-99.9% | $1,587-99.8% |