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... | $680 |
Annual investment return 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 | $20,876 | $61,272-65.9% | $149,673-86.1% | $71,457-70.8% |
| Participation rate | 80.1% | 62.5%+17.6pp | 78.8%+1.4pp | 67.9%+12.2pp |
| Annual return | 12.47% | 35.85%-23.4pp | 134.42%-121.9pp | 28.85%-16.4pp |
| Employer contribution / active EE | $404 | $2,378-83.0% | $4,818-91.6% | $2,588-84.4% |
| Participant deferral / active EE | $1,091 | $2,917-62.6% | $5,680-80.8% | $4,289-74.6% |
| Admin fee / account holder | $5 | $1,261-99.6% | $13,210-100.0% | $1,587-99.7% |