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; Recordke... | $1,817 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,377 | $58,879-50.1% | $178,490-83.5% | $73,488-60.0% |
| Participation rate | 67.8% | 66.2%+1.6pp | 81.9%-14.1pp | 70.7%-2.9pp |
| Annual return | 11.92% | 24.86%-12.9pp | 151.07%-139.1pp | 28.51%-16.6pp |
| Employer contribution / active EE | $847 | $2,236-62.1% | $5,011-83.1% | $2,270-62.7% |
| Participant deferral / active EE | $1,261 | $2,567-50.9% | $5,202-75.8% | $3,740-66.3% |
| Admin fee / account holder | $5 | $400-98.7% | $13,984-100.0% | $513-99.0% |