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; Account ... | $1,207 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $26,285 | $81,248-67.6% | $155,509-83.1% | $80,856-67.5% |
| Participation rate | 94.3% | 66.2%+28.0pp | 78.2%+16.1pp | 67.6%+26.6pp |
| Annual return | 18.55% | 33.31%-14.8pp | 64.67%-46.1pp | 35.59%-17.0pp |
| Employer contribution / active EE | $3 | $3,100-99.9% | $4,672-99.9% | $2,755-99.9% |
| Participant deferral / active EE | $5,208 | $3,452+50.9% | $5,626-7.4% | $4,296+21.2% |
| Admin fee / account holder | $4 | $7,997-99.9% | $15,912-100.0% | $6,918-99.9% |