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; Account maintenanc... | $6,430 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $21,260 | $52,953-59.9% | $172,739-87.7% | $65,185-67.4% |
| Participation rate | 98.3% | 66.2%+32.1pp | 82.6%+15.7pp | 70.2%+28.1pp |
| Annual return | 12.82% | 30.12%-17.3pp | 802.84%-790.0pp | 29.38%-16.6pp |
| Employer contribution / active EE | $2,522 | $2,190+15.2% | $5,143-51.0% | $2,177+15.8% |
| Participant deferral / active EE | $1,631 | $2,471-34.0% | $5,198-68.6% | $3,514-53.6% |
| Admin fee / account holder | $8 | $472-98.4% | $13,954-99.9% | $847-99.1% |