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 9-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... | $620 |
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 | $48,700 | $61,272-20.5% | $149,673-67.5% | $71,457-31.8% |
| Participation rate | 58.7% | 62.5%-3.8pp | 78.8%-20.1pp | 67.9%-9.3pp |
| Annual return | 21.53% | 35.85%-14.3pp | 134.42%-112.9pp | 28.85%-7.3pp |
| Employer contribution / active EE | $1,686 | $2,378-29.1% | $4,818-65.0% | $2,588-34.9% |
| Participant deferral / active EE | $3,635 | $2,917+24.6% | $5,680-36.0% | $4,289-15.3% |
| Admin fee / account holder | $3 | $1,261-99.8% | $13,210-100.0% | $1,587-99.8% |