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 ... | $2,148 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $7,557 | $52,293-85.5% | $178,490-95.8% | $73,409-89.7% |
| Participation rate | 91.0% | 65.3%+25.6pp | 81.9%+9.0pp | 72.2%+18.8pp |
| Annual return | 24.68% | 34.75%-10.1pp | 151.07%-126.4pp | 59.29%-34.6pp |
| Employer contribution / active EE | $349 | $1,735-79.9% | $5,011-93.0% | $2,234-84.4% |
| Participant deferral / active EE | $1,109 | $2,332-52.4% | $5,202-78.7% | $3,805-70.8% |
| Admin fee / account holder | $7 | $127-94.1% | $13,984-99.9% | $158-95.3% |