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; Participant loan p... | $6,654 |
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 | $18,828 | $47,126-60.0% | $149,673-87.4% | $74,419-74.7% |
| Participation rate | 86.0% | 63.4%+22.6pp | 78.8%+7.2pp | 70.7%+15.3pp |
| Annual return | 15.06% | 22.75%-7.7pp | 134.42%-119.4pp | 34.38%-19.3pp |
| Employer contribution / active EE | $816 | $1,905-57.2% | $4,818-83.1% | $2,637-69.1% |
| Participant deferral / active EE | $945 | $2,728-65.3% | $5,680-83.4% | $4,528-79.1% |
| Admin fee / account holder | $6 | $343-98.2% | $13,210-100.0% | $348-98.2% |