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 | Claims processing; Recordkeeping and ... | $1,907 |
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 | $32,955 | $58,879-44.0% | $178,490-81.5% | $73,488-55.2% |
| Participation rate | 94.9% | 66.2%+28.7pp | 81.9%+13.0pp | 70.7%+24.2pp |
| Annual return | 16.65% | 24.86%-8.2pp | 151.07%-134.4pp | 28.51%-11.9pp |
| Employer contribution / active EE | $1,179 | $2,236-47.3% | $5,011-76.5% | $2,270-48.1% |
| Participant deferral / active EE | $2,810 | $2,567+9.5% | $5,202-46.0% | $3,740-24.9% |
| Admin fee / account holder | $7 | $400-98.3% | $13,984-100.0% | $513-98.7% |