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... | $3,221 |
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 | $71,113 | $101,317-29.8% | $146,958-51.6% | $74,495-4.5% |
| Participation rate | 96.0% | 75.5%+20.5pp | 82.2%+13.9pp | 67.2%+28.8pp |
| Annual return | 14.46% | 8730.91%-8716.5pp | 418.34%-403.9pp | 1364.94%-1350.5pp |
| Employer contribution / active EE | $3,791 | $3,810-0.5% | $4,933-23.1% | $2,623+44.5% |
| Participant deferral / active EE | $6,112 | $7,303-16.3% | $8,070-24.3% | $4,346+40.6% |
| Admin fee / account holder | $9 | $1,739-99.5% | $12,998-99.9% | $1,942-99.5% |