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 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $20,793 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,265 | $50,982-48.5% | $154,803-83.0% | $85,563-69.3% |
| Participation rate | 23.2% | 59.8%-36.5pp | 78.1%-54.8pp | 66.0%-42.7pp |
| Annual return | 15.02% | 30.35%-15.3pp | 58.88%-43.9pp | 31.51%-16.5pp |
| Employer contribution / active EE | $260 | $1,708-84.8% | $4,305-94.0% | $2,654-90.2% |
| Participant deferral / active EE | $727 | $2,474-70.6% | $5,540-86.9% | $4,375-83.4% |
| Admin fee / account holder | $126 | $846-85.1% | $14,329-99.1% | $834-84.9% |