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... | $605 |
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 | $21,324 | $65,061-67.2% | $143,757-85.2% | $66,914-68.1% |
| Participation rate | 80.8% | 65.2%+15.6pp | 80.3%+0.5pp | 69.8%+11.0pp |
| Annual return | -13.65% | -11.14%-2.5pp | -0.04%-13.6pp | 1.58%-15.2pp |
| Employer contribution / active EE | $1,310 | $2,361-44.5% | $4,951-73.5% | $2,544-48.5% |
| Participant deferral / active EE | $1,348 | $2,919-53.8% | $5,637-76.1% | $4,237-68.2% |
| Admin fee / account holder | $4 | $502-99.3% | $14,673-100.0% | $593-99.4% |