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 9-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 ... | $549 |
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 | $33,593 | $51,620-34.9% | $90,281-62.8% | $65,185-48.5% |
| Participation rate | 98.1% | 68.6%+29.5pp | 73.3%+24.9pp | 70.2%+27.9pp |
| Annual return | 20.28% | 24.94%-4.7pp | 78.10%-57.8pp | 29.38%-9.1pp |
| Employer contribution / active EE | $1,047 | $2,235-53.2% | $2,854-63.3% | $2,177-51.9% |
| Participant deferral / active EE | $2,627 | $2,871-8.5% | $3,885-32.4% | $3,514-25.2% |
| Admin fee / account holder | $4 | $384-98.9% | $5,351-99.9% | $847-99.5% |