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... | $3,003 |
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 | $37,375 | $60,323-38.0% | $81,812-54.3% | $74,495-49.8% |
| Participation rate | 100.0% | 62.9%+37.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 15.33% | 16.90%-1.6pp | 773.79%-758.5pp | 1364.94%-1349.6pp |
| Employer contribution / active EE | $3,590 | $2,620+37.0% | $2,912+23.3% | $2,623+36.9% |
| Participant deferral / active EE | $2,262 | $3,387-33.2% | $4,319-47.6% | $4,346-47.9% |
| Admin fee / account holder | $9 | $1,486-99.4% | $7,386-99.9% | $1,942-99.5% |