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... | $666 |
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 | $27,456 | $49,915-45.0% | $154,803-82.3% | $74,304-63.0% |
| Participation rate | 90.3% | 54.0%+36.3pp | 78.1%+12.2pp | 60.3%+29.9pp |
| Annual return | 12.35% | 34.06%-21.7pp | 58.88%-46.5pp | 29.43%-17.1pp |
| Employer contribution / active EE | $1,434 | $1,611-11.0% | $4,305-66.7% | $2,241-36.0% |
| Participant deferral / active EE | $2,395 | $2,255+6.2% | $5,540-56.8% | $3,767-36.4% |
| Admin fee / account holder | $4 | $2,189-99.8% | $14,329-100.0% | $2,969-99.9% |