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 | Account maintenance fees; Claims proc... | $2,066 |
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 | $39,350 | $65,061-39.5% | $143,757-72.6% | $66,914-41.2% |
| Participation rate | 97.2% | 65.2%+32.0pp | 80.3%+16.9pp | 69.8%+27.4pp |
| Annual return | -12.52% | -11.14%-1.4pp | -0.04%-12.5pp | 1.58%-14.1pp |
| Employer contribution / active EE | $2,587 | $2,361+9.6% | $4,951-47.7% | $2,544+1.7% |
| Participant deferral / active EE | $4,845 | $2,919+66.0% | $5,637-14.1% | $4,237+14.3% |
| Admin fee / account holder | $9 | $502-98.2% | $14,673-99.9% | $593-98.5% |