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 ... | $4,429 |
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 | $101,650 | $69,763+45.7% | $67,502+50.6% | $74,495+36.5% |
| Participation rate | 95.9% | 71.4%+24.5pp | 72.9%+23.0pp | 67.2%+28.7pp |
| Annual return | 12.96% | -40.34%+53.3pp | 3512.12%-3499.2pp | 1364.94%-1352.0pp |
| Employer contribution / active EE | $4,583 | $2,704+69.5% | $2,731+67.8% | $2,623+74.7% |
| Participant deferral / active EE | $1,503 | $3,636-58.7% | $4,000-62.4% | $4,346-65.4% |
| Admin fee / account holder | $10 | $896-98.9% | $3,998-99.7% | $1,942-99.5% |