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... | $187 |
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,474 | $46,292-55.8% | $143,757-85.8% | $64,808-68.4% |
| Participation rate | 42.0% | 64.2%-22.3pp | 80.3%-38.3pp | 71.5%-29.5pp |
| Annual return | -11.45% | -10.05%-1.4pp | -0.04%-11.4pp | 32.82%-44.3pp |
| Employer contribution / active EE | $0 | $1,910-100.0% | $4,951-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $651 | $2,646-75.4% | $5,637-88.5% | $4,310-84.9% |
| Admin fee / account holder | $4 | $154-97.2% | $14,673-100.0% | $188-97.7% |