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 | Participant loan processing; Recordke... | $562 |
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 | $48,971 | $73,867-33.7% | $143,757-65.9% | $68,494-28.5% |
| Participation rate | 48.5% | 66.7%-18.2pp | 80.3%-31.9pp | 67.9%-19.4pp |
| Annual return | -10.83% | 1.01%-11.8pp | -0.04%-10.8pp | -7.84%-3.0pp |
| Employer contribution / active EE | $2,230 | $3,184-30.0% | $4,951-55.0% | $2,596-14.1% |
| Participant deferral / active EE | $4,331 | $3,384+28.0% | $5,637-23.2% | $4,027+7.5% |
| Admin fee / account holder | $5 | $5,755-99.9% | $14,673-100.0% | $5,403-99.9% |