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 | Participant loan processing; Account ... | $13,524 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $25,536 | $91,762-72.2% | $67,502-62.2% | $77,643-67.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.9%+27.1pp | 70.6%+29.4pp |
| Annual return | 14.62% | 14.87%-0.2pp | 3512.12%-3497.5pp | 31.24%-16.6pp |
| Employer contribution / active EE | $2,941 | $3,181-7.5% | $2,731+7.7% | $2,726+7.9% |
| Participant deferral / active EE | $1,114 | $3,903-71.4% | $4,000-72.1% | $4,647-76.0% |
| Admin fee / account holder | $18 | $176-89.6% | $3,998-99.5% | $430-95.7% |