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... | $148 |
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 | $31,593 | $73,867-57.2% | $143,757-78.0% | $68,494-53.9% |
| Participation rate | 96.2% | 66.7%+29.5pp | 80.3%+15.8pp | 67.9%+28.3pp |
| Annual return | -12.78% | 1.01%-13.8pp | -0.04%-12.7pp | -7.84%-4.9pp |
| Employer contribution / active EE | $1,435 | $3,184-54.9% | $4,951-71.0% | $2,596-44.7% |
| Participant deferral / active EE | $4,343 | $3,384+28.3% | $5,637-23.0% | $4,027+7.8% |
| Admin fee / account holder | $2 | $5,755-100.0% | $14,673-100.0% | $5,403-100.0% |