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... | $1,098 |
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 | $37,014 | $81,248-54.4% | $155,509-76.2% | $80,856-54.2% |
| Participation rate | 95.9% | 66.2%+29.6pp | 78.2%+17.7pp | 67.6%+28.2pp |
| Annual return | 20.08% | 33.31%-13.2pp | 64.67%-44.6pp | 35.59%-15.5pp |
| Employer contribution / active EE | $1,819 | $3,100-41.3% | $4,672-61.1% | $2,755-34.0% |
| Participant deferral / active EE | $2,379 | $3,452-31.1% | $5,626-57.7% | $4,296-44.6% |
| Admin fee / account holder | $6 | $7,997-99.9% | $15,912-100.0% | $6,918-99.9% |