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... | $40 |
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 | $74,751 | $88,122-15.2% | $141,162-47.0% | $67,579+10.6% |
| Participation rate | 94.3% | 76.5%+17.8pp | 82.5%+11.8pp | 71.3%+23.0pp |
| Annual return | 20.46% | 75.40%-54.9pp | 71.39%-50.9pp | 378.56%-358.1pp |
| Employer contribution / active EE | $2,927 | $3,224-9.2% | $4,735-38.2% | $2,148+36.3% |
| Participant deferral / active EE | $3,523 | $5,958-40.9% | $6,709-47.5% | $3,539-0.5% |
| Admin fee / account holder | $0 | $131-100.0% | $10,261-100.0% | $142-100.0% |