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 3-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 27 · EIN 47-4872674 8 W. 24TH STREET · NEW YORK, NY 10010 | Advisory (Plan) | $28,104 |
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 | $157,341 | $77,503+103.0% | $100,391+56.7% | $80,856+94.6% |
| Participation rate | 92.9% | 76.9%+15.9pp | 81.5%+11.4pp | 67.6%+25.2pp |
| Annual return | 0.00% | 37.20%-37.2pp | 49.20%-49.2pp | 35.59%-35.6pp |
| Employer contribution / active EE | $1,117 | $2,801-60.1% | $3,942-71.7% | $2,755-59.4% |
| Participant deferral / active EE | $8,366 | $6,820+22.7% | $8,082+3.5% | $4,296+94.7% |
| Admin fee / account holder | $216 | $5,897-96.3% | $7,899-97.3% | $6,918-96.9% |