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; Recordkeeping and ... | $419 |
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 | $29,063 | $77,899-62.7% | $149,673-80.6% | $75,163-61.3% |
| Participation rate | 89.5% | 65.6%+23.9pp | 78.8%+10.7pp | 67.2%+22.3pp |
| Annual return | 17.46% | 31.72%-14.3pp | 134.42%-117.0pp | 160.62%-143.2pp |
| Employer contribution / active EE | $1,026 | $3,137-67.3% | $4,818-78.7% | $2,670-61.6% |
| Participant deferral / active EE | $1,744 | $3,411-48.9% | $5,680-69.3% | $4,125-57.7% |
| Admin fee / account holder | $4 | $5,956-99.9% | $13,210-100.0% | $5,651-99.9% |