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 6-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... | $1,385 |
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 | $6,179 | $52,208-88.2% | $86,612-92.9% | $74,419-91.7% |
| Participation rate | 91.2% | 66.3%+24.9pp | 71.7%+19.5pp | 70.7%+20.4pp |
| Annual return | 16.35% | 44.46%-28.1pp | 591.07%-574.7pp | 34.38%-18.0pp |
| Employer contribution / active EE | $929 | $2,282-59.3% | $3,022-69.3% | $2,637-64.8% |
| Participant deferral / active EE | $1,223 | $3,383-63.8% | $4,438-72.4% | $4,528-73.0% |
| Admin fee / account holder | $5 | $319-98.4% | $5,614-99.9% | $348-98.6% |