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... | $1,646 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $9,474 | $46,292-79.5% | $143,757-93.4% | $64,808-85.4% |
| Participation rate | 48.9% | 64.2%-15.3pp | 80.3%-31.4pp | 71.5%-22.5pp |
| Annual return | -15.03% | -10.05%-5.0pp | -0.04%-15.0pp | 32.82%-47.9pp |
| Employer contribution / active EE | $368 | $1,910-80.7% | $4,951-92.6% | $2,506-85.3% |
| Participant deferral / active EE | $679 | $2,646-74.3% | $5,637-88.0% | $4,310-84.3% |
| Admin fee / account holder | $8 | $154-94.6% | $14,673-99.9% | $188-95.6% |