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 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 | $27,848 | $65,946-57.8% | $81,783-65.9% | $77,671-64.1% |
| Participation rate | 49.0% | 65.8%-16.8pp | 72.4%-23.4pp | 70.6%-21.6pp |
| Annual return | 59.78% | 26.65%+33.1pp | 775.05%-715.3pp | 31.21%+28.6pp |
| Employer contribution / active EE | $641 | $2,371-73.0% | $2,913-78.0% | $2,726-76.5% |
| Participant deferral / active EE | $646 | $3,507-81.6% | $4,320-85.0% | $4,648-86.1% |
| Admin fee / account holder | $75 | $527-85.8% | $7,380-99.0% | $430-82.6% |