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... | $1,422 |
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 | $26,526 | $58,879-54.9% | $178,490-85.1% | $73,488-63.9% |
| Participation rate | 83.1% | 66.2%+16.9pp | 81.9%+1.2pp | 70.7%+12.4pp |
| Annual return | 15.08% | 24.86%-9.8pp | 151.07%-136.0pp | 28.51%-13.4pp |
| Employer contribution / active EE | $1,456 | $2,236-34.9% | $5,011-70.9% | $2,270-35.8% |
| Participant deferral / active EE | $2,050 | $2,567-20.2% | $5,202-60.6% | $3,740-45.2% |
| Admin fee / account holder | $5 | $400-98.8% | $13,984-100.0% | $513-99.0% |