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; Account maintenanc... | $1,383 |
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 | $19,604 | $65,061-69.9% | $143,757-86.4% | $66,914-70.7% |
| Participation rate | 74.0% | 65.2%+8.8pp | 80.3%-6.3pp | 69.8%+4.2pp |
| Annual return | -15.87% | -11.14%-4.7pp | -0.04%-15.8pp | 1.58%-17.5pp |
| Employer contribution / active EE | $1,080 | $2,361-54.3% | $4,951-78.2% | $2,544-57.6% |
| Participant deferral / active EE | $2,367 | $2,919-18.9% | $5,637-58.0% | $4,237-44.1% |
| Admin fee / account holder | $53 | $502-89.4% | $14,673-99.6% | $593-91.1% |