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... | $5,192 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,114 | $46,292-73.8% | $143,757-91.6% | $64,808-81.3% |
| Participation rate | 82.1% | 64.2%+17.9pp | 80.3%+1.8pp | 71.5%+10.6pp |
| Annual return | -12.34% | -10.05%-2.3pp | -0.04%-12.3pp | 32.82%-45.2pp |
| Employer contribution / active EE | $754 | $1,910-60.5% | $4,951-84.8% | $2,506-69.9% |
| Participant deferral / active EE | $1,519 | $2,646-42.6% | $5,637-73.1% | $4,310-64.8% |
| Admin fee / account holder | $6 | $154-96.0% | $14,673-100.0% | $188-96.7% |