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... | $275 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $20,116 | $25,972-22.5% | - | $72,985-72.4% |
| Participation rate | 85.5% | 52.8%+32.8pp | - | 69.5%+16.1pp |
| Annual return | 13.39% | 20.47%-7.1pp | - | 81.00%-67.6pp |
| Employer contribution / active EE | $753 | $2,171-65.3% | - | $2,440-69.1% |
| Participant deferral / active EE | $857 | $2,560-66.5% | - | $3,607-76.2% |
| Admin fee / account holder | $0 | $2,104-100.0% | - | $5,124-100.0% |