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 | $36,166 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,214 | $42,886-22.6% | $88,946-62.7% | $85,563-61.2% |
| Participation rate | 69.3% | 37.9%+31.4pp | 68.8%+0.5pp | 66.0%+3.4pp |
| Annual return | 17.45% | 44.56%-27.1pp | 57.82%-40.4pp | 31.51%-14.1pp |
| Employer contribution / active EE | $1,370 | $1,147+19.4% | $2,555-46.4% | $2,654-48.4% |
| Participant deferral / active EE | $2,995 | $2,108+42.1% | $4,581-34.6% | $4,375-31.6% |
| Admin fee / account holder | $172 | $2,263-92.4% | $8,261-97.9% | $834-79.4% |