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 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $3,317 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,670 | $65,061-46.7% | $143,757-75.9% | $66,914-48.2% |
| Participation rate | 73.5% | 65.2%+8.3pp | 80.3%-6.8pp | 69.8%+3.7pp |
| Annual return | -13.89% | -11.14%-2.8pp | -0.04%-13.9pp | 1.58%-15.5pp |
| Employer contribution / active EE | $1,426 | $2,361-39.6% | $4,951-71.2% | $2,544-43.9% |
| Participant deferral / active EE | $3,574 | $2,919+22.4% | $5,637-36.6% | $4,237-15.7% |
| Admin fee / account holder | $34 | $502-93.2% | $14,673-99.8% | $593-94.3% |