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; Recordke... | $325 |
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 | $57,115 | $57,281-0.3% | $86,612-34.1% | $75,163-24.0% |
| Participation rate | 89.1% | 63.2%+25.9pp | 71.7%+17.4pp | 67.2%+21.9pp |
| Annual return | 19.46% | 2670.75%-2651.3pp | 591.07%-571.6pp | 160.62%-141.2pp |
| Employer contribution / active EE | $3,204 | $2,314+38.4% | $3,022+6.0% | $2,670+20.0% |
| Participant deferral / active EE | $2,255 | $3,318-32.0% | $4,438-49.2% | $4,125-45.3% |
| Admin fee / account holder | $3 | $4,112-99.9% | $5,614-99.9% | $5,651-99.9% |