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 | Participant loan processing; Claims p... | $408 |
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 | $36,559 | $77,899-53.1% | $149,673-75.6% | $75,163-51.4% |
| Participation rate | 76.7% | 65.6%+11.1pp | 78.8%-2.1pp | 67.2%+9.5pp |
| Annual return | 20.11% | 31.72%-11.6pp | 134.42%-114.3pp | 160.62%-140.5pp |
| Employer contribution / active EE | $1,858 | $3,137-40.8% | $4,818-61.4% | $2,670-30.4% |
| Participant deferral / active EE | $2,294 | $3,411-32.8% | $5,680-59.6% | $4,125-44.4% |
| Admin fee / account holder | $4 | $5,956-99.9% | $13,210-100.0% | $5,651-99.9% |