Filed September 24, 2026
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... | $45 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,540 | $51,197-69.6% | $82,719-81.2% | $66,914-76.8% |
| Participation rate | 98.5% | 67.8%+30.7pp | 72.6%+26.0pp | 69.8%+28.7pp |
| Annual return | -11.90% | -9.64%-2.3pp | 701.18%-713.1pp | 1.58%-13.5pp |
| Employer contribution / active EE | $843 | $2,611-67.7% | $3,009-72.0% | $2,544-66.9% |
| Participant deferral / active EE | $803 | $3,458-76.8% | $4,395-81.7% | $4,237-81.1% |
| Admin fee / account holder | $1 | $416-99.9% | $5,329-100.0% | $593-99.9% |