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... | $523 |
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 | $64,758 | $82,664-21.7% | $125,339-48.3% | $68,494-5.5% |
| Participation rate | 86.7% | 75.0%+11.6pp | 82.4%+4.3pp | 67.9%+18.8pp |
| Annual return | -18.55% | -5.97%-12.6pp | 572.05%-590.6pp | -7.84%-10.7pp |
| Employer contribution / active EE | $2,036 | $3,381-39.8% | $4,814-57.7% | $2,596-21.6% |
| Participant deferral / active EE | $3,760 | $6,110-38.5% | $7,446-49.5% | $4,027-6.6% |
| Admin fee / account holder | $4 | $6,275-99.9% | $10,010-100.0% | $5,403-99.9% |