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 | Account maintenance fees; Claims proc... | $6,203 |
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 | $19,181 | $47,722-59.8% | $82,719-76.8% | $64,808-70.4% |
| Participation rate | 97.7% | 67.6%+30.1pp | 72.6%+25.2pp | 71.5%+26.3pp |
| Annual return | -13.73% | -13.05%-0.7pp | 701.18%-714.9pp | 32.82%-46.6pp |
| Employer contribution / active EE | $2,460 | $2,179+12.9% | $3,009-18.2% | $2,506-1.8% |
| Participant deferral / active EE | $2,634 | $3,329-20.9% | $4,395-40.1% | $4,310-38.9% |
| Admin fee / account holder | $17 | $143-87.8% | $5,329-99.7% | $188-90.7% |