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... | $347 |
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 | $15,079 | $77,899-80.6% | $149,673-89.9% | $75,163-79.9% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 16.57% | 31.72%-15.2pp | 134.42%-117.8pp | 160.62%-144.1pp |
| Employer contribution / active EE | $1,585 | $3,137-49.5% | $4,818-67.1% | $2,670-40.6% |
| Participant deferral / active EE | $3,118 | $3,411-8.6% | $5,680-45.1% | $4,125-24.4% |
| Admin fee / account holder | $2 | $5,956-100.0% | $13,210-100.0% | $5,651-100.0% |