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 ... | $1,525 |
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 | $31,690 | $52,293-39.4% | $178,490-82.2% | $73,409-56.8% |
| Participation rate | 96.4% | 65.3%+31.1pp | 81.9%+14.5pp | 72.2%+24.2pp |
| Annual return | 13.19% | 34.75%-21.6pp | 151.07%-137.9pp | 59.29%-46.1pp |
| Employer contribution / active EE | $1,394 | $1,735-19.7% | $5,011-72.2% | $2,234-37.6% |
| Participant deferral / active EE | $3,431 | $2,332+47.1% | $5,202-34.0% | $3,805-9.8% |
| Admin fee / account holder | $4 | $127-96.8% | $13,984-100.0% | $158-97.5% |