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 | Recordkeeping and information managem... | $4,600 |
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 | $61,272 | $47,126+30.0% | $149,673-59.1% | $74,419-17.7% |
| Participation rate | 65.4% | 63.4%+2.0pp | 78.8%-13.4pp | 70.7%-5.3pp |
| Annual return | 16.26% | 22.75%-6.5pp | 134.42%-118.2pp | 34.38%-18.1pp |
| Employer contribution / active EE | $509 | $1,905-73.3% | $4,818-89.4% | $2,637-80.7% |
| Participant deferral / active EE | $2,694 | $2,728-1.2% | $5,680-52.6% | $4,528-40.5% |
| Admin fee / account holder | $5 | $343-98.5% | $13,210-100.0% | $348-98.5% |