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... | $323 |
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 | $72,749 | $65,061+11.8% | $143,757-49.4% | $66,914+8.7% |
| Participation rate | 28.6% | 65.2%-36.6pp | 80.3%-51.7pp | 69.8%-41.2pp |
| Annual return | -13.78% | -11.14%-2.6pp | -0.04%-13.7pp | 1.58%-15.4pp |
| Employer contribution / active EE | $911 | $2,361-61.4% | $4,951-81.6% | $2,544-64.2% |
| Participant deferral / active EE | $1,667 | $2,919-42.9% | $5,637-70.4% | $4,237-60.7% |
| Admin fee / account holder | $5 | $502-98.9% | $14,673-100.0% | $593-99.1% |