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; Account ... | $8,733 |
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 | $25,879 | $65,908-60.7% | $81,812-68.4% | $77,643-66.7% |
| Participation rate | 76.9% | 65.8%+11.1pp | 72.3%+4.5pp | 70.6%+6.3pp |
| Annual return | 17.89% | 26.64%-8.8pp | 773.79%-755.9pp | 31.24%-13.4pp |
| Employer contribution / active EE | $1,469 | $2,370-38.0% | $2,912-49.5% | $2,726-46.1% |
| Participant deferral / active EE | $2,237 | $3,505-36.2% | $4,319-48.2% | $4,647-51.9% |
| Admin fee / account holder | $8 | $526-98.4% | $7,386-99.9% | $430-98.1% |