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... | $1,121 |
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 | $26,269 | $58,208-54.9% | $81,812-67.9% | $80,856-67.5% |
| Participation rate | 82.8% | 63.4%+19.3pp | 72.3%+10.4pp | 67.6%+15.1pp |
| Annual return | 16.75% | 41.66%-24.9pp | 773.79%-757.0pp | 35.59%-18.8pp |
| Employer contribution / active EE | $1,189 | $2,340-49.2% | $2,912-59.2% | $2,755-56.9% |
| Participant deferral / active EE | $3,906 | $3,281+19.1% | $4,319-9.6% | $4,296-9.1% |
| Admin fee / account holder | $8 | $4,981-99.8% | $7,386-99.9% | $6,918-99.9% |