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 | Claims processing; Recordkeeping and ... | $909 |
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 | $11,847 | $65,061-81.8% | $143,757-91.8% | $66,914-82.3% |
| Participation rate | 90.2% | 65.2%+25.0pp | 80.3%+9.9pp | 69.8%+20.4pp |
| Annual return | -17.82% | -11.14%-6.7pp | -0.04%-17.8pp | 1.58%-19.4pp |
| Employer contribution / active EE | $1,099 | $2,361-53.4% | $4,951-77.8% | $2,544-56.8% |
| Participant deferral / active EE | $1,953 | $2,919-33.1% | $5,637-65.3% | $4,237-53.9% |
| Admin fee / account holder | $3 | $502-99.4% | $14,673-100.0% | $593-99.5% |