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 5-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... | $2,837 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $4,954 | $50,815-90.3% | $155,509-96.8% | $77,643-93.6% |
| Participation rate | 73.1% | 63.1%+10.0pp | 78.2%-5.1pp | 70.6%+2.5pp |
| Annual return | 19.70% | 34.80%-15.1pp | 64.67%-45.0pp | 31.24%-11.5pp |
| Employer contribution / active EE | $635 | $1,993-68.1% | $4,672-86.4% | $2,726-76.7% |
| Participant deferral / active EE | $883 | $2,822-68.7% | $5,626-84.3% | $4,647-81.0% |
| Admin fee / account holder | $10 | $437-97.6% | $15,912-99.9% | $430-97.6% |