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... | $259 |
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 | $80,873 | $93,571-13.6% | $135,903-40.5% | $75,163+7.6% |
| Participation rate | 92.2% | 75.2%+17.0pp | 81.9%+10.3pp | 67.2%+25.0pp |
| Annual return | 18.41% | 30.90%-12.5pp | 68.23%-49.8pp | 160.62%-142.2pp |
| Employer contribution / active EE | $1,896 | $3,537-46.4% | $4,856-61.0% | $2,670-29.0% |
| Participant deferral / active EE | $3,544 | $6,404-44.7% | $7,758-54.3% | $4,125-14.1% |
| Admin fee / account holder | $3 | $6,975-100.0% | $10,762-100.0% | $5,651-100.0% |