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 6-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... | $1,702 |
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 | $30,861 | $58,879-47.6% | $178,490-82.7% | $73,488-58.0% |
| Participation rate | 98.0% | 66.2%+31.8pp | 81.9%+16.1pp | 70.7%+27.3pp |
| Annual return | 0.00% | 24.86%-24.9pp | 151.07%-151.1pp | 28.51%-28.5pp |
| Employer contribution / active EE | $1,970 | $2,236-11.9% | $5,011-60.7% | $2,270-13.2% |
| Participant deferral / active EE | $3,594 | $2,567+40.0% | $5,202-30.9% | $3,740-3.9% |
| Admin fee / account holder | $5 | $400-98.6% | $13,984-100.0% | $513-98.9% |