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... | $270 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant 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 | $18,288 | $42,894-57.4% | $60,874-70.0% | $68,494-73.3% |
| Participation rate | 85.3% | 66.8%+18.5pp | 73.1%+12.2pp | 67.9%+17.4pp |
| Annual return | -14.36% | -13.98%-0.4pp | 16.90%-31.3pp | -7.84%-6.5pp |
| Employer contribution / active EE | $317 | $1,978-84.0% | $2,701-88.3% | $2,596-87.8% |
| Participant deferral / active EE | $71 | $2,867-97.5% | $3,817-98.1% | $4,027-98.2% |
| Admin fee / account holder | $6 | $3,101-99.8% | $3,224-99.8% | $5,403-99.9% |