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... | $3,651 |
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 | $33,211 | $61,272-45.8% | $149,673-77.8% | $71,457-53.5% |
| Participation rate | 93.9% | 62.5%+31.4pp | 78.8%+15.1pp | 67.9%+26.0pp |
| Annual return | 21.67% | 35.85%-14.2pp | 134.42%-112.7pp | 28.85%-7.2pp |
| Employer contribution / active EE | $2,258 | $2,378-5.0% | $4,818-53.1% | $2,588-12.7% |
| Participant deferral / active EE | $4,250 | $2,917+45.7% | $5,680-25.2% | $4,289-0.9% |
| Admin fee / account holder | $11 | $1,261-99.1% | $13,210-99.9% | $1,587-99.3% |