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... | $201 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $23,826 | $57,281-58.4% | $86,612-72.5% | $75,163-68.3% |
| Participation rate | 84.5% | 63.2%+21.3pp | 71.7%+12.8pp | 67.2%+17.3pp |
| Annual return | 13.04% | 2670.75%-2657.7pp | 591.07%-578.0pp | 160.62%-147.6pp |
| Employer contribution / active EE | $1,074 | $2,314-53.6% | $3,022-64.5% | $2,670-59.8% |
| Participant deferral / active EE | $3,677 | $3,318+10.8% | $4,438-17.1% | $4,125-10.9% |
| Admin fee / account holder | $1 | $4,112-100.0% | $5,614-100.0% | $5,651-100.0% |