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... | $5,819 |
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 | $14,171 | $47,126-69.9% | $149,673-90.5% | $74,419-81.0% |
| Participation rate | 91.9% | 63.4%+28.5pp | 78.8%+13.2pp | 70.7%+21.2pp |
| Annual return | 17.36% | 22.75%-5.4pp | 134.42%-117.1pp | 34.38%-17.0pp |
| Employer contribution / active EE | $793 | $1,905-58.4% | $4,818-83.5% | $2,637-69.9% |
| Participant deferral / active EE | $1,595 | $2,728-41.5% | $5,680-71.9% | $4,528-64.8% |
| Admin fee / account holder | $6 | $343-98.1% | $13,210-100.0% | $348-98.2% |