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 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $18,175 |
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.
Annual investment return 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 | $19,751 | $47,126-58.1% | $149,673-86.8% | $74,419-73.5% |
| Participation rate | 63.5% | 63.4%+0.1pp | 78.8%-15.2pp | 70.7%-7.2pp |
| Annual return | 8.25% | 22.75%-14.5pp | 134.42%-126.2pp | 34.38%-26.1pp |
| Employer contribution / active EE | $1,053 | $1,905-44.8% | $4,818-78.2% | $2,637-60.1% |
| Participant deferral / active EE | $632 | $2,728-76.8% | $5,680-88.9% | $4,528-86.0% |
| Admin fee / account holder | $86 | $343-75.0% | $13,210-99.4% | $348-75.4% |