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... | $1,163 |
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 | $24,409 | $48,795-50.0% | $65,493-62.7% | $84,808-71.2% |
| Participation rate | 56.1% | 67.0%-10.9pp | 73.1%-17.0pp | 68.3%-12.2pp |
| Annual return | 12.41% | 20.20%-7.8pp | 982.45%-970.0pp | 40.90%-28.5pp |
| Employer contribution / active EE | $9 | $1,930-99.5% | $2,574-99.7% | $2,631-99.7% |
| Participant deferral / active EE | $1,611 | $2,928-45.0% | $3,961-59.3% | $4,212-61.7% |
| Admin fee / account holder | $7 | $3,877-99.8% | $5,028-99.9% | $7,344-99.9% |