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... | $1,287 |
Filed as: RELIASTAR LIFE INSURANCE COMPANY Service code 64 · EIN 41-0451140 PO BOX 1559 · HARTFORD, CT 06144 | Recordkeeping Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $22,181 | $47,126-52.9% | $149,673-85.2% | $74,419-70.2% |
| Participation rate | 74.9% | 63.4%+11.6pp | 78.8%-3.8pp | 70.7%+4.2pp |
| Annual return | 14.48% | 22.75%-8.3pp | 134.42%-119.9pp | 34.38%-19.9pp |
| Employer contribution / active EE | $1,089 | $1,905-42.8% | $4,818-77.4% | $2,637-58.7% |
| Participant deferral / active EE | $595 | $2,728-78.2% | $5,680-89.5% | $4,528-86.8% |
| Admin fee / account holder | $3 | $343-99.2% | $13,210-100.0% | $348-99.2% |