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... | $2,404 |
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 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 | $6,540 | $52,953-87.6% | $172,739-96.2% | $65,185-90.0% |
| Participation rate | 99.1% | 66.2%+32.9pp | 82.6%+16.4pp | 70.2%+28.9pp |
| Annual return | 19.19% | 30.12%-10.9pp | 802.84%-783.7pp | 29.38%-10.2pp |
| Employer contribution / active EE | $1,059 | $2,190-51.6% | $5,143-79.4% | $2,177-51.3% |
| Participant deferral / active EE | $1,289 | $2,471-47.8% | $5,198-75.2% | $3,514-63.3% |
| Admin fee / account holder | $16 | $472-96.5% | $13,954-99.9% | $847-98.1% |