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; Recordke... | $0 |
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 | $41,344 | $65,061-36.5% | $143,757-71.2% | $66,914-38.2% |
| Participation rate | 77.0% | 65.2%+11.8pp | 80.3%-3.3pp | 69.8%+7.2pp |
| Annual return | -13.16% | -11.14%-2.0pp | -0.04%-13.1pp | 1.58%-14.7pp |
| Employer contribution / active EE | $1,709 | $2,361-27.6% | $4,951-65.5% | $2,544-32.8% |
| Participant deferral / active EE | $1,502 | $2,919-48.6% | $5,637-73.4% | $4,237-64.6% |
| Admin fee / account holder | $4 | $502-99.3% | $14,673-100.0% | $593-99.4% |