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 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $47,631 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $58,167 | $63,442-8.3% | $68,791-15.4% | $66,914-13.1% |
| Participation rate | 69.3% | 60.0%+9.3pp | 69.0%+0.3pp | 69.8%-0.5pp |
| Annual return | -13.96% | -8.29%-5.7pp | -6.38%-7.6pp | 1.58%-15.5pp |
| Employer contribution / active EE | $0 | $1,775-100.0% | $2,655-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $4,384 | $2,945+48.9% | $3,941+11.2% | $4,237+3.5% |
| Admin fee / account holder | $328 | $577-43.1% | $4,932-93.3% | $593-44.6% |