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... | $815 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $18,512 | $61,272-69.8% | $149,673-87.6% | $71,457-74.1% |
| Participation rate | 84.6% | 62.5%+22.1pp | 78.8%+5.8pp | 67.9%+16.7pp |
| Annual return | 12.11% | 35.85%-23.7pp | 134.42%-122.3pp | 28.85%-16.7pp |
| Employer contribution / active EE | $558 | $2,378-76.5% | $4,818-88.4% | $2,588-78.4% |
| Participant deferral / active EE | $2,361 | $2,917-19.0% | $5,680-58.4% | $4,289-44.9% |
| Admin fee / account holder | $11 | $1,261-99.1% | $13,210-99.9% | $1,587-99.3% |