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... | $1,934 |
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 | $49,405 | $50,815-2.8% | $155,509-68.2% | $77,643-36.4% |
| Participation rate | 36.7% | 63.1%-26.4pp | 78.2%-41.5pp | 70.6%-33.9pp |
| Annual return | 14.71% | 34.80%-20.1pp | 64.67%-50.0pp | 31.24%-16.5pp |
| Employer contribution / active EE | $419 | $1,993-79.0% | $4,672-91.0% | $2,726-84.6% |
| Participant deferral / active EE | $1,235 | $2,822-56.2% | $5,626-78.0% | $4,647-73.4% |
| Admin fee / account holder | $8 | $437-98.1% | $15,912-99.9% | $430-98.1% |