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; Participant loan p... | $1,861 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,599 | $50,982-63.5% | $154,803-88.0% | $85,563-78.3% |
| Participation rate | 73.9% | 59.8%+14.1pp | 78.1%-4.2pp | 66.0%+7.9pp |
| Annual return | 11.74% | 30.35%-18.6pp | 58.88%-47.1pp | 31.51%-19.8pp |
| Employer contribution / active EE | $24 | $1,708-98.6% | $4,305-99.4% | $2,654-99.1% |
| Participant deferral / active EE | $889 | $2,474-64.1% | $5,540-84.0% | $4,375-79.7% |
| Admin fee / account holder | $4 | $846-99.5% | $14,329-100.0% | $834-99.5% |