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 | Account maintenance fees; Recordkeepi... | $7,485 |
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 | $21,331 | $46,292-53.9% | $143,757-85.2% | $64,808-67.1% |
| Participation rate | 91.5% | 64.2%+27.3pp | 80.3%+11.2pp | 71.5%+20.0pp |
| Annual return | -12.61% | -10.05%-2.6pp | -0.04%-12.6pp | 32.82%-45.4pp |
| Employer contribution / active EE | $719 | $1,910-62.4% | $4,951-85.5% | $2,506-71.3% |
| Participant deferral / active EE | $2,356 | $2,646-10.9% | $5,637-58.2% | $4,310-45.3% |
| Admin fee / account holder | $13 | $154-91.4% | $14,673-99.9% | $188-93.0% |