Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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... | $2,200 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,441 | $55,472-74.0% | $155,567-90.7% | $74,546-80.6% |
| Participation rate | 81.0% | 61.9%+19.0pp | 78.2%+2.8pp | 67.2%+13.7pp |
| Annual return | 12.57% | 268.72%-256.2pp | 64.74%-52.2pp | 1366.03%-1353.5pp |
| Employer contribution / active EE | $820 | $2,269-63.9% | $4,674-82.5% | $2,624-68.8% |
| Participant deferral / active EE | $1,542 | $2,838-45.7% | $5,628-72.6% | $4,347-64.5% |
| Admin fee / account holder | $10 | $1,743-99.4% | $15,916-99.9% | $1,944-99.5% |