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; Participant loan p... | $1,555 |
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 | $16,983 | $61,156-72.2% | $185,823-90.9% | $79,386-78.6% |
| Participation rate | 95.9% | 66.6%+29.2pp | 81.7%+14.2pp | 70.7%+25.2pp |
| Annual return | 26.60% | 19.45%+7.2pp | 122.05%-95.4pp | 116.85%-90.2pp |
| Employer contribution / active EE | $540 | $2,321-76.7% | $5,167-89.6% | $2,427-77.8% |
| Participant deferral / active EE | $2,016 | $2,789-27.7% | $5,568-63.8% | $4,046-50.2% |
| Admin fee / account holder | $5 | $710-99.3% | $16,237-100.0% | $626-99.2% |