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... | $52,980 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,103 | $45,000-77.5% | $143,757-93.0% | $77,904-87.0% |
| Participation rate | 86.5% | 66.8%+19.6pp | 80.3%+6.1pp | 73.7%+12.8pp |
| Annual return | -14.70% | 29.03%-43.7pp | -0.04%-14.7pp | 12.21%-26.9pp |
| Employer contribution / active EE | $989 | $1,870-47.1% | $4,951-80.0% | $2,848-65.3% |
| Participant deferral / active EE | $707 | $3,157-77.6% | $5,637-87.5% | $4,806-85.3% |
| Admin fee / account holder | $11 | $98-88.9% | $14,673-99.9% | $133-91.8% |