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... | $665 |
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 | $16,667 | $65,061-74.4% | $143,757-88.4% | $66,914-75.1% |
| Participation rate | 82.5% | 65.2%+17.3pp | 80.3%+2.2pp | 69.8%+12.7pp |
| Annual return | -11.06% | -11.14%+0.1pp | -0.04%-11.0pp | 1.58%-12.6pp |
| Employer contribution / active EE | $2,233 | $2,361-5.4% | $4,951-54.9% | $2,544-12.2% |
| Participant deferral / active EE | $1,760 | $2,919-39.7% | $5,637-68.8% | $4,237-58.5% |
| Admin fee / account holder | $12 | $502-97.7% | $14,673-99.9% | $593-98.0% |