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 ... | $1,777 |
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 | $24,703 | $61,156-59.6% | $185,823-86.7% | $79,386-68.9% |
| Participation rate | 93.1% | 66.6%+26.5pp | 81.7%+11.4pp | 70.7%+22.4pp |
| Annual return | 18.97% | 19.45%-0.5pp | 122.05%-103.1pp | 116.85%-97.9pp |
| Employer contribution / active EE | $1,430 | $2,321-38.4% | $5,167-72.3% | $2,427-41.1% |
| Participant deferral / active EE | $3,036 | $2,789+8.9% | $5,568-45.5% | $4,046-24.9% |
| Admin fee / account holder | $7 | $710-98.9% | $16,237-100.0% | $626-98.8% |