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... | $3,107 |
Annual investment return 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 | $10,431 | $66,124-84.2% | $90,404-88.5% | $73,488-85.8% |
| Participation rate | 87.5% | 69.7%+17.8pp | 72.7%+14.8pp | 70.7%+16.8pp |
| Annual return | 10.47% | 17.65%-7.2pp | 1293.02%-1282.5pp | 28.51%-18.0pp |
| Employer contribution / active EE | $899 | $2,346-61.7% | $3,262-72.4% | $2,270-60.4% |
| Participant deferral / active EE | $995 | $3,039-67.3% | $3,963-74.9% | $3,740-73.4% |
| Admin fee / account holder | $9 | $396-97.7% | $5,611-99.8% | $513-98.2% |