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... | $1,045 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $36,852 | $80,717-54.3% | $154,803-76.2% | $84,808-56.5% |
| Participation rate | 92.3% | 66.8%+25.5pp | 78.1%+14.2pp | 68.3%+24.0pp |
| Annual return | 11.83% | 37.96%-26.1pp | 58.88%-47.1pp | 40.90%-29.1pp |
| Employer contribution / active EE | $679 | $2,761-75.4% | $4,305-84.2% | $2,631-74.2% |
| Participant deferral / active EE | $2,607 | $3,303-21.1% | $5,540-53.0% | $4,212-38.1% |
| Admin fee / account holder | $8 | $6,746-99.9% | $14,329-99.9% | $7,344-99.9% |