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 8-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... | $641 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $22,637 | $61,272-63.1% | $149,673-84.9% | $71,457-68.3% |
| Participation rate | 67.0% | 62.5%+4.5pp | 78.8%-11.8pp | 67.9%-1.0pp |
| Annual return | 14.83% | 35.85%-21.0pp | 134.42%-119.6pp | 28.85%-14.0pp |
| Employer contribution / active EE | $561 | $2,378-76.4% | $4,818-88.4% | $2,588-78.3% |
| Participant deferral / active EE | $2,316 | $2,917-20.6% | $5,680-59.2% | $4,289-46.0% |
| Admin fee / account holder | $4 | $1,261-99.7% | $13,210-100.0% | $1,587-99.7% |