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... | $4,020 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,216 | $61,058-83.3% | $71,209-85.7% | $85,563-88.1% |
| Participation rate | 74.5% | 58.6%+15.9pp | 73.8%+0.8pp | 66.0%+8.5pp |
| Annual return | 14.27% | 100.41%-86.1pp | 282.51%-268.2pp | 31.51%-17.2pp |
| Employer contribution / active EE | $612 | $2,199-72.2% | $2,721-77.5% | $2,654-76.9% |
| Participant deferral / active EE | $836 | $3,173-73.7% | $4,175-80.0% | $4,375-80.9% |
| Admin fee / account holder | $7 | $855-99.2% | $5,349-99.9% | $834-99.2% |