Filed March 13, 2026 (most recent of 2 filings on file)
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... | $3,111 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,532 | $46,292-51.3% | $143,757-84.3% | $64,808-65.2% |
| Participation rate | 90.9% | 64.2%+26.6pp | 80.3%+10.5pp | 71.5%+19.4pp |
| Annual return | -15.80% | -10.05%-5.8pp | -0.04%-15.8pp | 32.82%-48.6pp |
| Employer contribution / active EE | $359 | $1,910-81.2% | $4,951-92.7% | $2,506-85.7% |
| Participant deferral / active EE | $916 | $2,646-65.4% | $5,637-83.8% | $4,310-78.8% |
| Admin fee / account holder | $8 | $154-94.9% | $14,673-99.9% | $188-95.8% |