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 9-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... | $1,541 |
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 | $9,962 | $65,061-84.7% | $143,757-93.1% | $66,914-85.1% |
| Participation rate | 84.0% | 65.2%+18.8pp | 80.3%+3.7pp | 69.8%+14.2pp |
| Annual return | -14.10% | -11.14%-3.0pp | -0.04%-14.1pp | 1.58%-15.7pp |
| Employer contribution / active EE | $1,873 | $2,361-20.7% | $4,951-62.2% | $2,544-26.4% |
| Participant deferral / active EE | $1,974 | $2,919-32.4% | $5,637-65.0% | $4,237-53.4% |
| Admin fee / account holder | $5 | $502-99.0% | $14,673-100.0% | $593-99.1% |