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 5-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... | $211 |
Annual investment return 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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,857 | $65,061-97.1% | $143,757-98.7% | $66,914-97.2% |
| Participation rate | 95.4% | 65.2%+30.2pp | 80.3%+15.1pp | 69.8%+25.6pp |
| Annual return | -23.46% | -11.14%-12.3pp | -0.04%-23.4pp | 1.58%-25.0pp |
| Employer contribution / active EE | $438 | $2,361-81.4% | $4,951-91.1% | $2,544-82.8% |
| Participant deferral / active EE | $1,144 | $2,919-60.8% | $5,637-79.7% | $4,237-73.0% |
| Admin fee / account holder | $1 | $502-99.8% | $14,673-100.0% | $593-99.8% |