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... | $1,459 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,837 | $52,953-47.4% | $172,739-83.9% | $65,185-57.3% |
| Participation rate | 90.7% | 66.2%+24.5pp | 82.6%+8.1pp | 70.2%+20.5pp |
| Annual return | 16.38% | 30.12%-13.7pp | 802.84%-786.5pp | 29.38%-13.0pp |
| Employer contribution / active EE | $1,401 | $2,190-36.0% | $5,143-72.8% | $2,177-35.6% |
| Participant deferral / active EE | $775 | $2,471-68.6% | $5,198-85.1% | $3,514-77.9% |
| Admin fee / account holder | $6 | $472-98.6% | $13,954-100.0% | $847-99.2% |