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 9-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... | $1,168 |
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 | $11,747 | $61,272-80.8% | $149,673-92.2% | $71,457-83.6% |
| Participation rate | 90.8% | 62.5%+28.3pp | 78.8%+12.0pp | 67.9%+22.9pp |
| Annual return | 14.02% | 35.85%-21.8pp | 134.42%-120.4pp | 28.85%-14.8pp |
| Employer contribution / active EE | $2,051 | $2,378-13.7% | $4,818-57.4% | $2,588-20.7% |
| Participant deferral / active EE | $1,996 | $2,917-31.6% | $5,680-64.9% | $4,289-53.5% |
| Admin fee / account holder | $3 | $1,261-99.8% | $13,210-100.0% | $1,587-99.8% |