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 | Account maintenance fees; Claims proc... | $5,450 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,448 | $55,415-63.1% | $155,509-86.9% | $74,495-72.6% |
| Participation rate | 92.9% | 61.9%+31.0pp | 78.2%+14.7pp | 67.2%+25.7pp |
| Annual return | 10.46% | 268.50%-258.0pp | 64.67%-54.2pp | 1364.94%-1354.5pp |
| Employer contribution / active EE | $878 | $2,267-61.3% | $4,672-81.2% | $2,623-66.5% |
| Participant deferral / active EE | $586 | $2,836-79.3% | $5,626-89.6% | $4,346-86.5% |
| Admin fee / account holder | $18 | $1,738-99.0% | $15,912-99.9% | $1,942-99.1% |