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; Recordke... | $0 |
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 | $25,052 | $73,867-66.1% | $143,757-82.6% | $68,494-63.4% |
| Participation rate | 94.2% | 66.7%+27.5pp | 80.3%+13.9pp | 67.9%+26.3pp |
| Annual return | -17.14% | 1.01%-18.1pp | -0.04%-17.1pp | -7.84%-9.3pp |
| Employer contribution / active EE | $1,374 | $3,184-56.8% | $4,951-72.2% | $2,596-47.1% |
| Participant deferral / active EE | $4,153 | $3,384+22.7% | $5,637-26.3% | $4,027+3.1% |
| Admin fee / account holder | $5 | $5,755-99.9% | $14,673-100.0% | $5,403-99.9% |