Filed August 27, 2026
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... | $1,402 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,560 | $65,061-36.1% | $143,757-71.1% | $66,914-37.9% |
| Participation rate | 54.6% | 65.2%-10.6pp | 80.3%-25.7pp | 69.8%-15.2pp |
| Annual return | -13.54% | -11.14%-2.4pp | -0.04%-13.5pp | 1.58%-15.1pp |
| Employer contribution / active EE | $514 | $2,361-78.2% | $4,951-89.6% | $2,544-79.8% |
| Participant deferral / active EE | $2,102 | $2,919-28.0% | $5,637-62.7% | $4,237-50.4% |
| Admin fee / account holder | $7 | $502-98.5% | $14,673-99.9% | $593-98.7% |