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 5-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 | Account maintenance fees; Participant... | $3,517 |
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 | $10,392 | $60,323-82.8% | $81,812-87.3% | $74,495-86.0% |
| Participation rate | 98.1% | 62.9%+35.2pp | 72.3%+25.7pp | 67.2%+30.9pp |
| Annual return | 19.34% | 16.90%+2.4pp | 773.79%-754.5pp | 1364.94%-1345.6pp |
| Employer contribution / active EE | $1,883 | $2,620-28.2% | $2,912-35.4% | $2,623-28.2% |
| Participant deferral / active EE | $2,298 | $3,387-32.2% | $4,319-46.8% | $4,346-47.1% |
| Admin fee / account holder | $14 | $1,486-99.0% | $7,386-99.8% | $1,942-99.3% |