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 7-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... | $533 |
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 | $10,248 | $61,272-83.3% | $149,673-93.2% | $71,457-85.7% |
| Participation rate | 47.3% | 62.5%-15.2pp | 78.8%-31.5pp | 67.9%-20.7pp |
| Annual return | 18.08% | 35.85%-17.8pp | 134.42%-116.3pp | 28.85%-10.8pp |
| Employer contribution / active EE | $670 | $2,378-71.8% | $4,818-86.1% | $2,588-74.1% |
| Participant deferral / active EE | $369 | $2,917-87.3% | $5,680-93.5% | $4,289-91.4% |
| Admin fee / account holder | $3 | $1,261-99.8% | $13,210-100.0% | $1,587-99.8% |