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... | $0 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 3 reportable transactions. $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.
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 | $34,207 | $51,197-33.2% | $82,719-58.6% | $66,914-48.9% |
| Participation rate | 80.6% | 67.8%+12.8pp | 72.6%+8.0pp | 69.8%+10.8pp |
| Annual return | -9.54% | -9.64%+0.1pp | 701.18%-710.7pp | 1.58%-11.1pp |
| Employer contribution / active EE | $2,518 | $2,611-3.6% | $3,009-16.3% | $2,544-1.0% |
| Participant deferral / active EE | $1,072 | $3,458-69.0% | $4,395-75.6% | $4,237-74.7% |
| Admin fee / account holder | $22 | $416-94.7% | $5,329-99.6% | $593-96.3% |