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... | $6,433 |
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 | $17,007 | $50,815-66.5% | $155,509-89.1% | $77,643-78.1% |
| Participation rate | 91.7% | 63.1%+28.6pp | 78.2%+13.6pp | 70.6%+21.2pp |
| Annual return | 13.48% | 34.80%-21.3pp | 64.67%-51.2pp | 31.24%-17.8pp |
| Employer contribution / active EE | $1,431 | $1,993-28.2% | $4,672-69.4% | $2,726-47.5% |
| Participant deferral / active EE | $1,964 | $2,822-30.4% | $5,626-65.1% | $4,647-57.7% |
| Admin fee / account holder | $10 | $437-97.8% | $15,912-99.9% | $430-97.8% |