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... | $2,518 |
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 | $15,237 | $50,815-70.0% | $155,509-90.2% | $77,643-80.4% |
| Participation rate | 93.8% | 63.1%+30.7pp | 78.2%+15.7pp | 70.6%+23.3pp |
| Annual return | 15.20% | 34.80%-19.6pp | 64.67%-49.5pp | 31.24%-16.0pp |
| Employer contribution / active EE | $2,190 | $1,993+9.9% | $4,672-53.1% | $2,726-19.6% |
| Participant deferral / active EE | $2,237 | $2,822-20.7% | $5,626-60.2% | $4,647-51.9% |
| Admin fee / account holder | $7 | $437-98.5% | $15,912-100.0% | $430-98.5% |