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 | Account maintenance fees; Claims proc... | $695 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $17,221 | $65,061-73.5% | $143,757-88.0% | $66,914-74.3% |
| Participation rate | 82.0% | 65.2%+16.8pp | 80.3%+1.6pp | 69.8%+12.2pp |
| Annual return | -12.52% | -11.14%-1.4pp | -0.04%-12.5pp | 1.58%-14.1pp |
| Employer contribution / active EE | $393 | $2,361-83.4% | $4,951-92.1% | $2,544-84.6% |
| Participant deferral / active EE | $1,077 | $2,919-63.1% | $5,637-80.9% | $4,237-74.6% |
| Admin fee / account holder | $5 | $502-98.9% | $14,673-100.0% | $593-99.1% |