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... | $2,154 |
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 | $77,475 | $100,801-23.1% | $149,696-48.2% | $73,409+5.5% |
| Participation rate | 96.3% | 77.7%+18.7pp | 82.5%+13.9pp | 72.2%+24.2pp |
| Annual return | 14.69% | 265.34%-250.6pp | 276.60%-261.9pp | 59.29%-44.6pp |
| Employer contribution / active EE | $3,232 | $3,312-2.4% | $4,644-30.4% | $2,234+44.7% |
| Participant deferral / active EE | $3,779 | $6,404-41.0% | $6,842-44.8% | $3,805-0.7% |
| Admin fee / account holder | $5 | $181-97.3% | $9,309-99.9% | $158-96.9% |