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 | Account maintenance fees; Recordkeepi... | $3,394 |
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 | $15,068 | $55,472-72.8% | $155,567-90.3% | $74,546-79.8% |
| Participation rate | 70.3% | 61.9%+8.4pp | 78.2%-7.9pp | 67.2%+3.1pp |
| Annual return | 16.31% | 268.72%-252.4pp | 64.74%-48.4pp | 1366.03%-1349.7pp |
| Employer contribution / active EE | $534 | $2,269-76.5% | $4,674-88.6% | $2,624-79.7% |
| Participant deferral / active EE | $1,759 | $2,838-38.0% | $5,628-68.7% | $4,347-59.5% |
| Admin fee / account holder | $12 | $1,743-99.3% | $15,916-99.9% | $1,944-99.4% |