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 | Claims processing; Account maintenanc... | $1,943 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $6,329 | $50,815-87.5% | $155,509-95.9% | $77,643-91.8% |
| Participation rate | 86.9% | 63.1%+23.8pp | 78.2%+8.8pp | 70.6%+16.4pp |
| Annual return | 16.41% | 34.80%-18.4pp | 64.67%-48.3pp | 31.24%-14.8pp |
| Employer contribution / active EE | $505 | $1,993-74.7% | $4,672-89.2% | $2,726-81.5% |
| Participant deferral / active EE | $753 | $2,822-73.3% | $5,626-86.6% | $4,647-83.8% |
| Admin fee / account holder | $7 | $437-98.5% | $15,912-100.0% | $430-98.5% |