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... | $8,683 |
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 | $46,934 | $46,464+1.0% | $150,298-68.8% | $79,634-41.1% |
| Participation rate | 100.0% | 57.0%+43.0pp | 77.8%+22.2pp | 62.5%+37.5pp |
| Annual return | 15.54% | 27.89%-12.3pp | 62.79%-47.2pp | 36.46%-20.9pp |
| Employer contribution / active EE | $2,502 | $1,512+65.5% | $4,154-39.8% | $2,529-1.1% |
| Participant deferral / active EE | $3,605 | $2,157+67.1% | $5,453-33.9% | $3,835-6.0% |
| Admin fee / account holder | $13 | $891-98.5% | $14,116-99.9% | $1,002-98.7% |