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 6-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... | $2,101 |
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 | $28,248 | $65,061-56.6% | $143,757-80.4% | $66,914-57.8% |
| Participation rate | 88.2% | 65.2%+23.1pp | 80.3%+7.9pp | 69.8%+18.4pp |
| Annual return | -13.82% | -11.14%-2.7pp | -0.04%-13.8pp | 1.58%-15.4pp |
| Employer contribution / active EE | $2,179 | $2,361-7.7% | $4,951-56.0% | $2,544-14.4% |
| Participant deferral / active EE | $3,967 | $2,919+35.9% | $5,637-29.6% | $4,237-6.4% |
| Admin fee / account holder | $7 | $502-98.6% | $14,673-100.0% | $593-98.8% |