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... | $984 |
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 | $12,658 | $54,350-76.7% | $82,719-84.7% | $68,494-81.5% |
| Participation rate | 70.2% | 63.9%+6.3pp | 72.6%-2.3pp | 67.9%+2.3pp |
| Annual return | -11.45% | -13.67%+2.2pp | 701.18%-712.6pp | -7.84%-3.6pp |
| Employer contribution / active EE | $1,241 | $2,218-44.0% | $3,009-58.7% | $2,596-52.2% |
| Participant deferral / active EE | $1,158 | $3,246-64.3% | $4,395-73.7% | $4,027-71.2% |
| Admin fee / account holder | $7 | $4,395-99.8% | $5,329-99.9% | $5,403-99.9% |