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; Participant loan p... | $0 |
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 | $86,153 | $65,409+31.7% | $98,442-12.5% | $85,850+0.4% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 17.37% | 21.76%-4.4pp | 1492.73%-1475.4pp | 318.53%-301.2pp |
| Employer contribution / active EE | $5,161 | $2,168+138.1% | $2,960+74.4% | $2,565+101.2% |
| Participant deferral / active EE | $4,160 | $3,166+31.4% | $4,276-2.7% | $3,952+5.3% |
| Admin fee / account holder | $5 | $4,593-99.9% | $5,949-99.9% | $6,260-99.9% |