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... | $908 |
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 | $14,857 | $58,264-74.5% | $86,612-82.8% | $71,457-79.2% |
| Participation rate | 74.4% | 65.0%+9.4pp | 71.7%+2.7pp | 67.9%+6.5pp |
| Annual return | 17.10% | 21.63%-4.5pp | 591.07%-574.0pp | 28.85%-11.7pp |
| Employer contribution / active EE | $529 | $2,574-79.4% | $3,022-82.5% | $2,588-79.5% |
| Participant deferral / active EE | $2,583 | $3,436-24.8% | $4,438-41.8% | $4,289-39.8% |
| Admin fee / account holder | $5 | $1,057-99.6% | $5,614-99.9% | $1,587-99.7% |