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... | $909 |
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 | $7,180 | $56,485-87.3% | $185,823-96.1% | $86,799-91.7% |
| Participation rate | 97.9% | 65.5%+32.5pp | 81.7%+16.2pp | 72.3%+25.7pp |
| Annual return | 12.52% | 118.04%-105.5pp | 122.05%-109.5pp | 97.91%-85.4pp |
| Employer contribution / active EE | $932 | $1,843-49.4% | $5,167-82.0% | $2,405-61.3% |
| Participant deferral / active EE | $293 | $2,553-88.5% | $5,568-94.7% | $4,131-92.9% |
| Admin fee / account holder | $12 | $150-91.7% | $16,237-99.9% | $170-92.7% |