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... | $1,570 |
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 | $98,593 | $61,272+60.9% | $149,673-34.1% | $71,457+38.0% |
| Participation rate | 91.2% | 62.5%+28.7pp | 78.8%+12.4pp | 67.9%+23.2pp |
| Annual return | 10.62% | 35.85%-25.2pp | 134.42%-123.8pp | 28.85%-18.2pp |
| Employer contribution / active EE | $3,297 | $2,378+38.6% | $4,818-31.6% | $2,588+27.4% |
| Participant deferral / active EE | $2,936 | $2,917+0.6% | $5,680-48.3% | $4,289-31.5% |
| Admin fee / account holder | $9 | $1,261-99.3% | $13,210-99.9% | $1,587-99.5% |