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... | $1,885 |
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.
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 | $8,207 | $46,292-82.3% | $143,757-94.3% | $64,808-87.3% |
| Participation rate | 67.4% | 64.2%+3.2pp | 80.3%-12.9pp | 71.5%-4.1pp |
| Annual return | -11.75% | -10.05%-1.7pp | -0.04%-11.7pp | 32.82%-44.6pp |
| Employer contribution / active EE | $1,603 | $1,910-16.1% | $4,951-67.6% | $2,506-36.0% |
| Participant deferral / active EE | $201 | $2,646-92.4% | $5,637-96.4% | $4,310-95.3% |
| Admin fee / account holder | $17 | $154-88.9% | $14,673-99.9% | $188-90.9% |