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... | $8,736 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $18,364 | $50,815-63.9% | $155,509-88.2% | $77,643-76.3% |
| Participation rate | 81.8% | 63.1%+18.7pp | 78.2%+3.6pp | 70.6%+11.2pp |
| Annual return | 10.95% | 34.80%-23.9pp | 64.67%-53.7pp | 31.24%-20.3pp |
| Employer contribution / active EE | $356 | $1,993-82.1% | $4,672-92.4% | $2,726-86.9% |
| Participant deferral / active EE | $1,066 | $2,822-62.2% | $5,626-81.1% | $4,647-77.1% |
| Admin fee / account holder | $12 | $437-97.3% | $15,912-99.9% | $430-97.3% |