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; Account maintenanc... | $2,665 |
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 | $39,993 | $46,292-13.6% | $143,757-72.2% | $64,808-38.3% |
| Participation rate | 83.5% | 64.2%+19.3pp | 80.3%+3.2pp | 71.5%+12.1pp |
| Annual return | -13.24% | -10.05%-3.2pp | -0.04%-13.2pp | 32.82%-46.1pp |
| Employer contribution / active EE | $1,334 | $1,910-30.1% | $4,951-73.1% | $2,506-46.8% |
| Participant deferral / active EE | $3,792 | $2,646+43.3% | $5,637-32.7% | $4,310-12.0% |
| Admin fee / account holder | $8 | $154-94.8% | $14,673-99.9% | $188-95.7% |