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... | $4,157 |
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 | $13,306 | $65,061-79.5% | $143,757-90.7% | $66,914-80.1% |
| Participation rate | 93.4% | 65.2%+28.2pp | 80.3%+13.1pp | 69.8%+23.6pp |
| Annual return | -11.88% | -11.14%-0.7pp | -0.04%-11.8pp | 1.58%-13.5pp |
| Employer contribution / active EE | $1,227 | $2,361-48.0% | $4,951-75.2% | $2,544-51.8% |
| Participant deferral / active EE | $1,245 | $2,919-57.3% | $5,637-77.9% | $4,237-70.6% |
| Admin fee / account holder | $53 | $502-89.5% | $14,673-99.6% | $593-91.1% |