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; Recordkeeping and ... | $732 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $23,185 | $58,879-60.6% | $178,490-87.0% | $73,488-68.5% |
| Participation rate | 85.5% | 66.2%+19.3pp | 81.9%+3.6pp | 70.7%+14.8pp |
| Annual return | 20.37% | 24.86%-4.5pp | 151.07%-130.7pp | 28.51%-8.1pp |
| Employer contribution / active EE | $831 | $2,236-62.8% | $5,011-83.4% | $2,270-63.4% |
| Participant deferral / active EE | $2,526 | $2,567-1.6% | $5,202-51.4% | $3,740-32.5% |
| Admin fee / account holder | $97 | $400-75.7% | $13,984-99.3% | $513-81.1% |