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; Recordkeeping and ... | $7,142 |
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 | $34,104 | $92,224-63.0% | $105,223-67.6% | $79,634-57.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.0%+25.0pp | 62.5%+37.5pp |
| Annual return | 10.60% | 88.65%-78.0pp | 180.65%-170.0pp | 36.46%-25.9pp |
| Employer contribution / active EE | $3,086 | $3,965-22.2% | $3,689-16.3% | $2,529+22.0% |
| Participant deferral / active EE | $1,915 | $3,834-50.1% | $5,072-62.2% | $3,835-50.1% |
| Admin fee / account holder | $7 | $1,121-99.4% | $8,859-99.9% | $1,002-99.3% |