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... | $1,093 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $19,056 | $55,415-65.6% | $155,509-87.7% | $74,495-74.4% |
| Participation rate | 49.7% | 61.9%-12.2pp | 78.2%-28.5pp | 67.2%-17.5pp |
| Annual return | 20.82% | 268.50%-247.7pp | 64.67%-43.8pp | 1364.94%-1344.1pp |
| Employer contribution / active EE | $756 | $2,267-66.6% | $4,672-83.8% | $2,623-71.2% |
| Participant deferral / active EE | $1,293 | $2,836-54.4% | $5,626-77.0% | $4,346-70.2% |
| Admin fee / account holder | $9 | $1,738-99.5% | $15,912-99.9% | $1,942-99.6% |