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 | $0 |
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.
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 | $49,996 | $58,320-14.3% | $86,436-42.2% | $66,914-25.3% |
| Participation rate | 45.3% | 78.6%-33.3pp | 80.3%-35.0pp | 69.8%-24.5pp |
| Annual return | -17.45% | -9.71%-7.7pp | 4394.89%-4412.3pp | 1.58%-19.0pp |
| Employer contribution / active EE | $1,639 | $2,615-37.3% | $3,769-56.5% | $2,544-35.6% |
| Participant deferral / active EE | $2,672 | $6,899-61.3% | $6,952-61.6% | $4,237-36.9% |
| Admin fee / account holder | $196 | $546-64.1% | $6,731-97.1% | $593-67.0% |