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... | $2,020 |
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 | $28,128 | $54,705-48.6% | $71,209-60.5% | $84,808-66.8% |
| Participation rate | 87.0% | 64.1%+22.9pp | 73.8%+13.2pp | 68.3%+18.6pp |
| Annual return | 11.12% | 35.90%-24.8pp | 282.51%-271.4pp | 40.90%-29.8pp |
| Employer contribution / active EE | $1,255 | $2,158-41.8% | $2,721-53.9% | $2,631-52.3% |
| Participant deferral / active EE | $3,910 | $3,030+29.0% | $4,175-6.3% | $4,212-7.2% |
| Admin fee / account holder | $13 | $4,863-99.7% | $5,349-99.8% | $7,344-99.8% |