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 7-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 | Recordkeeping and information managem... | $134 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $19,119 | $61,272-68.8% | $149,673-87.2% | $71,457-73.2% |
| Participation rate | 34.1% | 62.5%-28.4pp | 78.8%-44.7pp | 67.9%-33.8pp |
| Annual return | 11.98% | 35.85%-23.9pp | 134.42%-122.4pp | 28.85%-16.9pp |
| Employer contribution / active EE | $615 | $2,378-74.1% | $4,818-87.2% | $2,588-76.2% |
| Participant deferral / active EE | $1,034 | $2,917-64.5% | $5,680-81.8% | $4,289-75.9% |
| Admin fee / account holder | $2 | $1,261-99.8% | $13,210-100.0% | $1,587-99.9% |