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 ... | $3,475 |
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 | $25,474 | $52,670-51.6% | $90,404-71.8% | $73,409-65.3% |
| Participation rate | 77.2% | 67.7%+9.6pp | 72.7%+4.5pp | 72.2%+5.1pp |
| Annual return | 14.47% | 20.70%-6.2pp | 1293.02%-1278.5pp | 59.29%-44.8pp |
| Employer contribution / active EE | $1,506 | $1,872-19.5% | $3,262-53.8% | $2,234-32.6% |
| Participant deferral / active EE | $934 | $2,807-66.7% | $3,963-76.4% | $3,805-75.5% |
| Admin fee / account holder | $10 | $117-91.7% | $5,611-99.8% | $158-93.9% |