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... | $1,316 |
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 | $27,933 | $65,061-57.1% | $143,757-80.6% | $66,914-58.3% |
| Participation rate | 89.8% | 65.2%+24.6pp | 80.3%+9.4pp | 69.8%+20.0pp |
| Annual return | -16.67% | -11.14%-5.5pp | -0.04%-16.6pp | 1.58%-18.2pp |
| Employer contribution / active EE | $2,176 | $2,361-7.8% | $4,951-56.0% | $2,544-14.5% |
| Participant deferral / active EE | $3,006 | $2,919+3.0% | $5,637-46.7% | $4,237-29.1% |
| Admin fee / account holder | $5 | $502-99.0% | $14,673-100.0% | $593-99.2% |