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 | Account maintenance fees; Participant... | $3,105 |
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 | $26,734 | $55,415-51.8% | $155,509-82.8% | $74,495-64.1% |
| Participation rate | 80.9% | 61.9%+18.9pp | 78.2%+2.7pp | 67.2%+13.7pp |
| Annual return | 13.49% | 268.50%-255.0pp | 64.67%-51.2pp | 1364.94%-1351.5pp |
| Employer contribution / active EE | $827 | $2,267-63.5% | $4,672-82.3% | $2,623-68.5% |
| Participant deferral / active EE | $1,745 | $2,836-38.5% | $5,626-69.0% | $4,346-59.9% |
| Admin fee / account holder | $13 | $1,738-99.3% | $15,912-99.9% | $1,942-99.3% |