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; Account maintenanc... | $618 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,273 | $52,953-67.4% | $172,739-90.0% | $65,185-73.5% |
| Participation rate | 78.4% | 66.2%+12.2pp | 82.6%-4.2pp | 70.2%+8.2pp |
| Annual return | 22.45% | 30.12%-7.7pp | 802.84%-780.4pp | 29.38%-6.9pp |
| Employer contribution / active EE | $0 | $2,190-100.0% | $5,143-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $2,735 | $2,471+10.7% | $5,198-47.4% | $3,514-22.2% |
| Admin fee / account holder | $5 | $472-98.9% | $13,954-100.0% | $847-99.4% |