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... | $5,473 |
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 | $22,125 | $47,722-53.6% | $82,719-73.3% | $64,808-65.9% |
| Participation rate | 83.2% | 67.6%+15.6pp | 72.6%+10.7pp | 71.5%+11.8pp |
| Annual return | -16.37% | -13.05%-3.3pp | 701.18%-717.5pp | 32.82%-49.2pp |
| Employer contribution / active EE | $1,197 | $2,179-45.1% | $3,009-60.2% | $2,506-52.2% |
| Participant deferral / active EE | $2,366 | $3,329-28.9% | $4,395-46.2% | $4,310-45.1% |
| Admin fee / account holder | $6 | $143-96.1% | $5,329-99.9% | $188-97.0% |