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... | $669 |
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.
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 | $107,573 | $61,272+75.6% | $149,673-28.1% | $71,457+50.5% |
| Participation rate | 35.8% | 62.5%-26.7pp | 78.8%-43.0pp | 67.9%-32.2pp |
| Annual return | 15.94% | 35.85%-19.9pp | 134.42%-118.5pp | 28.85%-12.9pp |
| Employer contribution / active EE | $0 | $2,378-100.0% | $4,818-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $2,603 | $2,917-10.8% | $5,680-54.2% | $4,289-39.3% |
| Admin fee / account holder | $7 | $1,261-99.5% | $13,210-100.0% | $1,587-99.6% |