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 6-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... | $698 |
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 | $17,569 | $52,953-66.8% | $172,739-89.8% | $65,185-73.0% |
| Participation rate | 95.5% | 66.2%+29.3pp | 82.6%+12.8pp | 70.2%+25.3pp |
| Annual return | 40.51% | 30.12%+10.4pp | 802.84%-762.3pp | 29.38%+11.1pp |
| Employer contribution / active EE | $2,017 | $2,190-7.9% | $5,143-60.8% | $2,177-7.3% |
| Participant deferral / active EE | $4,623 | $2,471+87.1% | $5,198-11.1% | $3,514+31.6% |
| Admin fee / account holder | $4 | $472-99.1% | $13,954-100.0% | $847-99.5% |