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 | $26,497 |
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 | $32,523 | $65,908-50.7% | $81,812-60.2% | $77,643-58.1% |
| Participation rate | 59.0% | 65.8%-6.8pp | 72.3%-13.3pp | 70.6%-11.5pp |
| Annual return | 21.90% | 26.64%-4.7pp | 773.79%-751.9pp | 31.24%-9.3pp |
| Employer contribution / active EE | $828 | $2,370-65.1% | $2,912-71.6% | $2,726-69.6% |
| Participant deferral / active EE | $1,275 | $3,505-63.6% | $4,319-70.5% | $4,647-72.6% |
| Admin fee / account holder | $162 | $526-69.2% | $7,386-97.8% | $430-62.4% |