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... | $1,071 |
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 | $30,005 | $65,061-53.9% | $143,757-79.1% | $66,914-55.2% |
| Participation rate | 70.6% | 65.2%+5.4pp | 80.3%-9.7pp | 69.8%+0.8pp |
| Annual return | -12.82% | -11.14%-1.7pp | -0.04%-12.8pp | 1.58%-14.4pp |
| Employer contribution / active EE | $1,345 | $2,361-43.0% | $4,951-72.8% | $2,544-47.1% |
| Participant deferral / active EE | $1,798 | $2,919-38.4% | $5,637-68.1% | $4,237-57.6% |
| Admin fee / account holder | $6 | $502-98.8% | $14,673-100.0% | $593-99.0% |