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 8-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 | $16,734 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $23,073 | $64,119-64.0% | $112,228-79.4% | $66,914-65.5% |
| Participation rate | 26.5% | 68.5%-41.9pp | 75.1%-48.5pp | 69.8%-43.3pp |
| Annual return | -19.33% | -13.81%-5.5pp | 27.45%-46.8pp | 1.58%-20.9pp |
| Employer contribution / active EE | $794 | $3,005-73.6% | $3,635-78.1% | $2,544-68.8% |
| Participant deferral / active EE | $2,134 | $3,693-42.2% | $4,728-54.9% | $4,237-49.6% |
| Admin fee / account holder | $253 | $625-59.5% | $6,410-96.1% | $593-57.4% |