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 | $21,643 |
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 | $24,741 | $50,982-51.5% | $154,803-84.0% | $85,563-71.1% |
| Participation rate | 65.3% | 59.8%+5.6pp | 78.1%-12.7pp | 66.0%-0.6pp |
| Annual return | 11.57% | 30.35%-18.8pp | 58.88%-47.3pp | 31.51%-19.9pp |
| Employer contribution / active EE | $915 | $1,708-46.5% | $4,305-78.8% | $2,654-65.5% |
| Participant deferral / active EE | $611 | $2,474-75.3% | $5,540-89.0% | $4,375-86.0% |
| Admin fee / account holder | $127 | $846-85.0% | $14,329-99.1% | $834-84.8% |