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; Participant loan p... | $2,052 |
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 | $15,232 | $46,292-67.1% | $143,757-89.4% | $64,808-76.5% |
| Participation rate | 89.4% | 64.2%+25.2pp | 80.3%+9.1pp | 71.5%+18.0pp |
| Annual return | -14.14% | -10.05%-4.1pp | -0.04%-14.1pp | 32.82%-47.0pp |
| Employer contribution / active EE | $1,473 | $1,910-22.9% | $4,951-70.3% | $2,506-41.2% |
| Participant deferral / active EE | $2,116 | $2,646-20.0% | $5,637-62.5% | $4,310-50.9% |
| Admin fee / account holder | $13 | $154-91.5% | $14,673-99.9% | $188-93.0% |