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... | $1,951 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $38,139 | $60,323-36.8% | $81,812-53.4% | $74,495-48.8% |
| Participation rate | 77.7% | 62.9%+14.8pp | 72.3%+5.3pp | 67.2%+10.5pp |
| Annual return | 9.19% | 16.90%-7.7pp | 773.79%-764.6pp | 1364.94%-1355.8pp |
| Employer contribution / active EE | $2,243 | $2,620-14.4% | $2,912-23.0% | $2,623-14.5% |
| Participant deferral / active EE | $1,117 | $3,387-67.0% | $4,319-74.1% | $4,346-74.3% |
| Admin fee / account holder | $13 | $1,486-99.1% | $7,386-99.8% | $1,942-99.3% |