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... | $0 |
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 | $36,895 | $50,458-26.9% | $159,960-76.9% | $64,808-43.1% |
| Participation rate | 84.9% | 68.0%+16.9pp | 78.0%+7.0pp | 71.5%+13.5pp |
| Annual return | -14.08% | -13.42%-0.7pp | 408.60%-422.7pp | 32.82%-46.9pp |
| Employer contribution / active EE | $2,286 | $1,722+32.7% | $4,226-45.9% | $2,506-8.8% |
| Participant deferral / active EE | $4,143 | $4,004+3.5% | $6,182-33.0% | $4,310-3.9% |
| Admin fee / account holder | $58 | $706-91.8% | $8,698-99.3% | $188-69.1% |