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... | $4,895 |
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 | $15,769 | $54,237-70.9% | $90,281-82.5% | $67,579-76.7% |
| Participation rate | 96.0% | 68.6%+27.4pp | 73.3%+22.8pp | 71.3%+24.7pp |
| Annual return | 21.08% | 37.27%-16.2pp | 78.10%-57.0pp | 378.56%-357.5pp |
| Employer contribution / active EE | $1,125 | $1,846-39.0% | $2,854-60.6% | $2,148-47.6% |
| Participant deferral / active EE | $1,826 | $2,625-30.4% | $3,885-53.0% | $3,539-48.4% |
| Admin fee / account holder | $10 | $123-92.3% | $5,351-99.8% | $142-93.3% |