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 | Participant loan processing; Claims p... | $925 |
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 | $34,933 | $77,899-55.2% | $149,673-76.7% | $75,163-53.5% |
| Participation rate | 91.5% | 65.6%+25.9pp | 78.8%+12.7pp | 67.2%+24.3pp |
| Annual return | 15.17% | 31.72%-16.6pp | 134.42%-119.3pp | 160.62%-145.5pp |
| Employer contribution / active EE | $1,749 | $3,137-44.2% | $4,818-63.7% | $2,670-34.5% |
| Participant deferral / active EE | $2,576 | $3,411-24.5% | $5,680-54.6% | $4,125-37.5% |
| Admin fee / account holder | $5 | $5,956-99.9% | $13,210-100.0% | $5,651-99.9% |