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... | $8,683 |
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 | $46,934 | $50,982-7.9% | $154,803-69.7% | $85,563-45.1% |
| Participation rate | 100.0% | 59.8%+40.2pp | 78.1%+21.9pp | 66.0%+34.0pp |
| Annual return | 15.54% | 30.35%-14.8pp | 58.88%-43.3pp | 31.51%-16.0pp |
| Employer contribution / active EE | $2,502 | $1,708+46.5% | $4,305-41.9% | $2,654-5.7% |
| Participant deferral / active EE | $3,605 | $2,474+45.7% | $5,540-34.9% | $4,375-17.6% |
| Admin fee / account holder | $13 | $846-98.4% | $14,329-99.9% | $834-98.4% |