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 ... | $1,798 |
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 | $32,918 | $66,124-50.2% | $90,404-63.6% | $73,488-55.2% |
| Participation rate | 80.0% | 69.7%+10.3pp | 72.7%+7.3pp | 70.7%+9.3pp |
| Annual return | 18.61% | 17.65%+1.0pp | 1293.02%-1274.4pp | 28.51%-9.9pp |
| Employer contribution / active EE | $898 | $2,346-61.7% | $3,262-72.5% | $2,270-60.4% |
| Participant deferral / active EE | $2,288 | $3,039-24.7% | $3,963-42.3% | $3,740-38.8% |
| Admin fee / account holder | $13 | $396-96.8% | $5,611-99.8% | $513-97.5% |