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... | $2,932 |
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 | $19,695 | $60,323-67.4% | $81,812-75.9% | $74,495-73.6% |
| Participation rate | 83.8% | 62.9%+20.9pp | 72.3%+11.4pp | 67.2%+16.6pp |
| Annual return | 14.75% | 16.90%-2.1pp | 773.79%-759.0pp | 1364.94%-1350.2pp |
| Employer contribution / active EE | $1,484 | $2,620-43.3% | $2,912-49.0% | $2,623-43.4% |
| Participant deferral / active EE | $2,114 | $3,387-37.6% | $4,319-51.1% | $4,346-51.4% |
| Admin fee / account holder | $7 | $1,486-99.5% | $7,386-99.9% | $1,942-99.6% |