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 | Participant loan processing; Claims p... | $3,401 |
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 | $16,147 | $46,292-65.1% | $143,757-88.8% | $64,808-75.1% |
| Participation rate | 70.3% | 64.2%+6.0pp | 80.3%-10.0pp | 71.5%-1.2pp |
| Annual return | -13.35% | -10.05%-3.3pp | -0.04%-13.3pp | 32.82%-46.2pp |
| Employer contribution / active EE | $1,485 | $1,910-22.2% | $4,951-70.0% | $2,506-40.7% |
| Participant deferral / active EE | $1,271 | $2,646-51.9% | $5,637-77.4% | $4,310-70.5% |
| Admin fee / account holder | $6 | $154-95.8% | $14,673-100.0% | $188-96.6% |