Filed August 12, 2025
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... | $566 |
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 | $87,218 | $60,243+44.8% | $86,612+0.7% | - |
| Participation rate | 100.0% | 60.8%+39.2pp | 71.7%+28.3pp | - |
| Annual return | 18.16% | 59.27%-41.1pp | 591.07%-572.9pp | - |
| Employer contribution / active EE | $7,869 | $2,261+248.0% | $3,022+160.3% | - |
| Participant deferral / active EE | $9,612 | $2,994+221.1% | $4,438+116.6% | - |
| Admin fee / account holder | $3 | $4,652-99.9% | $5,614-100.0% | - |