Filed January 4, 2018
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... | $7,419 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $25,476 | $52,293-51.3% | $178,490-85.7% | $73,409-65.3% |
| Participation rate | 56.8% | 65.3%-8.5pp | 81.9%-25.1pp | 72.2%-15.4pp |
| Annual return | 19.61% | 34.75%-15.1pp | 151.07%-131.5pp | 59.29%-39.7pp |
| Employer contribution / active EE | $449 | $1,735-74.1% | $5,011-91.0% | $2,234-79.9% |
| Participant deferral / active EE | $1,304 | $2,332-44.1% | $5,202-74.9% | $3,805-65.7% |
| Admin fee / account holder | $10 | $127-91.8% | $13,984-99.9% | $158-93.4% |