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... | $917 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $14,253 | $58,264-75.5% | $86,612-83.5% | $71,457-80.1% |
| Participation rate | 75.0% | 65.0%+10.0pp | 71.7%+3.3pp | 67.9%+7.1pp |
| Annual return | 18.58% | 21.63%-3.0pp | 591.07%-572.5pp | 28.85%-10.3pp |
| Employer contribution / active EE | $489 | $2,574-81.0% | $3,022-83.8% | $2,588-81.1% |
| Participant deferral / active EE | $2,290 | $3,436-33.3% | $4,438-48.4% | $4,289-46.6% |
| Admin fee / account holder | $5 | $1,057-99.5% | $5,614-99.9% | $1,587-99.7% |