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... | $2,629 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $9,872 | $47,126-79.1% | $149,673-93.4% | $74,419-86.7% |
| Participation rate | 76.8% | 63.4%+13.4pp | 78.8%-2.0pp | 70.7%+6.1pp |
| Annual return | 14.75% | 22.75%-8.0pp | 134.42%-119.7pp | 34.38%-19.6pp |
| Employer contribution / active EE | $436 | $1,905-77.1% | $4,818-90.9% | $2,637-83.5% |
| Participant deferral / active EE | $733 | $2,728-73.1% | $5,680-87.1% | $4,528-83.8% |
| Admin fee / account holder | $4 | $343-98.8% | $13,210-100.0% | $348-98.8% |