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... | $893 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,939 | $61,156-67.4% | $185,823-89.3% | $79,386-74.9% |
| Participation rate | 54.9% | 66.6%-11.8pp | 81.7%-26.8pp | 70.7%-15.8pp |
| Annual return | 37.91% | 19.45%+18.5pp | 122.05%-84.1pp | 116.85%-78.9pp |
| Employer contribution / active EE | $1,179 | $2,321-49.2% | $5,167-77.2% | $2,427-51.4% |
| Participant deferral / active EE | $538 | $2,789-80.7% | $5,568-90.3% | $4,046-86.7% |
| Admin fee / account holder | $8 | $710-98.8% | $16,237-99.9% | $626-98.7% |