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... | $1,188 |
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 | $121,366 | $60,323+101.2% | $81,812+48.3% | $74,495+62.9% |
| Participation rate | 87.3% | 62.9%+24.5pp | 72.3%+15.0pp | 67.2%+20.1pp |
| Annual return | 30.77% | 16.90%+13.9pp | 773.79%-743.0pp | 1364.94%-1334.2pp |
| Employer contribution / active EE | $6,850 | $2,620+161.4% | $2,912+135.2% | $2,623+161.1% |
| Participant deferral / active EE | $7,534 | $3,387+122.4% | $4,319+74.4% | $4,346+73.4% |
| Admin fee / account holder | $6 | $1,486-99.6% | $7,386-99.9% | $1,942-99.7% |