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; Account maintenanc... | $3,172 |
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 | $25,629 | $52,953-51.6% | $172,739-85.2% | $65,185-60.7% |
| Participation rate | 99.5% | 66.2%+33.3pp | 82.6%+16.9pp | 70.2%+29.3pp |
| Annual return | 17.53% | 30.12%-12.6pp | 802.84%-785.3pp | 29.38%-11.9pp |
| Employer contribution / active EE | $1,143 | $2,190-47.8% | $5,143-77.8% | $2,177-47.5% |
| Participant deferral / active EE | $3,138 | $2,471+27.0% | $5,198-39.6% | $3,514-10.7% |
| Admin fee / account holder | $8 | $472-98.2% | $13,954-99.9% | $847-99.0% |