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 | Participant loan processing; Claims p... | $24,415 |
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 | $17,512 | $49,468-64.6% | $150,298-88.3% | $103,975-83.2% |
| Participation rate | 88.0% | 58.1%+29.9pp | 77.8%+10.2pp | 72.5%+15.5pp |
| Annual return | 11.33% | 38.98%-27.7pp | 62.79%-51.5pp | 19.41%-8.1pp |
| Employer contribution / active EE | $694 | $1,670-58.4% | $4,154-83.3% | $3,722-81.4% |
| Participant deferral / active EE | $818 | $2,650-69.1% | $5,453-85.0% | $5,343-84.7% |
| Admin fee / account holder | $11 | $385-97.1% | $14,116-99.9% | $332-96.7% |