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... | $861 |
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 | $17,072 | $57,281-70.2% | $86,612-80.3% | $75,163-77.3% |
| Participation rate | 65.3% | 63.2%+2.1pp | 71.7%-6.4pp | 67.2%-1.9pp |
| Annual return | 17.18% | 2670.75%-2653.6pp | 591.07%-573.9pp | 160.62%-143.4pp |
| Employer contribution / active EE | $1,421 | $2,314-38.6% | $3,022-53.0% | $2,670-46.8% |
| Participant deferral / active EE | $1,376 | $3,318-58.5% | $4,438-69.0% | $4,125-66.6% |
| Admin fee / account holder | $6 | $4,112-99.8% | $5,614-99.9% | $5,651-99.9% |