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... | $2,445 |
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 | $48,215 | $56,317-14.4% | $71,209-32.3% | $74,304-35.1% |
| Participation rate | 100.0% | 55.1%+44.9pp | 73.8%+26.2pp | 60.3%+39.7pp |
| Annual return | 13.49% | 42.83%-29.3pp | 282.51%-269.0pp | 29.43%-15.9pp |
| Employer contribution / active EE | $3,887 | $2,160+80.0% | $2,721+42.9% | $2,241+73.5% |
| Participant deferral / active EE | $2,662 | $2,788-4.5% | $4,175-36.2% | $3,767-29.3% |
| Admin fee / account holder | $14 | $2,290-99.4% | $5,349-99.7% | $2,969-99.5% |