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... | $6,326 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $134,866 | $67,984+98.4% | $65,493+105.9% | $74,304+81.5% |
| Participation rate | 95.0% | 66.3%+28.7pp | 73.1%+21.9pp | 60.3%+34.7pp |
| Annual return | 10.19% | 19.87%-9.7pp | 982.45%-972.3pp | 29.43%-19.2pp |
| Employer contribution / active EE | $5,265 | $2,491+111.3% | $2,574+104.5% | $2,241+134.9% |
| Participant deferral / active EE | $1,772 | $3,346-47.0% | $3,961-55.3% | $3,767-53.0% |
| Admin fee / account holder | $14 | $1,373-99.0% | $5,028-99.7% | $2,969-99.5% |