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; Recordkeeping and ... | $1,488 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,832 | $65,061-43.4% | $143,757-74.4% | $66,914-45.0% |
| Participation rate | 89.7% | 65.2%+24.5pp | 80.3%+9.4pp | 69.8%+19.9pp |
| Annual return | -14.93% | -11.14%-3.8pp | -0.04%-14.9pp | 1.58%-16.5pp |
| Employer contribution / active EE | $952 | $2,361-59.7% | $4,951-80.8% | $2,544-62.6% |
| Participant deferral / active EE | $3,485 | $2,919+19.4% | $5,637-38.2% | $4,237-17.8% |
| Admin fee / account holder | $9 | $502-98.2% | $14,673-99.9% | $593-98.5% |