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 | Claims processing; Recordkeeping and ... | $960 |
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 | $35,111 | $95,416-63.2% | $185,823-81.1% | $85,850-59.1% |
| Participation rate | 87.5% | 68.8%+18.7pp | 81.7%+5.8pp | 69.3%+18.2pp |
| Annual return | 13.87% | 23.59%-9.7pp | 122.05%-108.2pp | 318.53%-304.7pp |
| Employer contribution / active EE | $1,344 | $3,314-59.4% | $5,167-74.0% | $2,565-47.6% |
| Participant deferral / active EE | $1,741 | $3,423-49.1% | $5,568-68.7% | $3,952-55.9% |
| Admin fee / account holder | $9 | $7,213-99.9% | $16,237-99.9% | $6,260-99.9% |