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... | $9,358 |
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 | $33,774 | $55,415-39.1% | $155,509-78.3% | $74,495-54.7% |
| Participation rate | 95.6% | 61.9%+33.7pp | 78.2%+17.4pp | 67.2%+28.4pp |
| Annual return | 20.82% | 268.50%-247.7pp | 64.67%-43.8pp | 1364.94%-1344.1pp |
| Employer contribution / active EE | $4,222 | $2,267+86.2% | $4,672-9.6% | $2,623+61.0% |
| Participant deferral / active EE | $1,042 | $2,836-63.3% | $5,626-81.5% | $4,346-76.0% |
| Admin fee / account holder | $14 | $1,738-99.2% | $15,912-99.9% | $1,942-99.3% |