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... | $595 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,336 | $58,879-9.4% | $178,490-70.1% | $73,488-27.4% |
| Participation rate | 23.9% | 66.2%-42.3pp | 81.9%-58.0pp | 70.7%-46.8pp |
| Annual return | 13.53% | 24.86%-11.3pp | 151.07%-137.5pp | 28.51%-15.0pp |
| Employer contribution / active EE | $899 | $2,236-59.8% | $5,011-82.1% | $2,270-60.4% |
| Participant deferral / active EE | $1,464 | $2,567-43.0% | $5,202-71.8% | $3,740-60.8% |
| Admin fee / account holder | $9 | $400-97.6% | $13,984-99.9% | $513-98.2% |