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... | $75,627 |
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 | $16,680 | $53,136-68.6% | $155,509-89.3% | $199,593-91.6% |
| Participation rate | 82.5% | 64.1%+18.5pp | 78.2%+4.4pp | 72.0%+10.6pp |
| Annual return | 13.90% | 41.15%-27.2pp | 64.67%-50.8pp | 34.25%-20.3pp |
| Employer contribution / active EE | $1,655 | $1,851-10.6% | $4,672-64.6% | $3,034-45.4% |
| Participant deferral / active EE | $1,244 | $3,161-60.6% | $5,626-77.9% | $5,087-75.5% |
| Admin fee / account holder | $17 | $185-90.7% | $15,912-99.9% | $269-93.6% |