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... | $817 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,384 | $51,197-54.3% | $82,719-71.7% | $66,914-65.1% |
| Participation rate | 76.0% | 67.8%+8.2pp | 72.6%+3.4pp | 69.8%+6.2pp |
| Annual return | -15.20% | -9.64%-5.6pp | 701.18%-716.4pp | 1.58%-16.8pp |
| Employer contribution / active EE | $650 | $2,611-75.1% | $3,009-78.4% | $2,544-74.4% |
| Participant deferral / active EE | $1,744 | $3,458-49.6% | $4,395-60.3% | $4,237-58.8% |
| Admin fee / account holder | $31 | $416-92.6% | $5,329-99.4% | $593-94.8% |