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 | Account maintenance fees; Participant... | $1,669 |
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 | $18,641 | $58,208-68.0% | $81,812-77.2% | $80,856-76.9% |
| Participation rate | 46.3% | 63.4%-17.1pp | 72.3%-26.0pp | 67.6%-21.3pp |
| Annual return | 12.62% | 41.66%-29.0pp | 773.79%-761.2pp | 35.59%-23.0pp |
| Employer contribution / active EE | $1,361 | $2,340-41.8% | $2,912-53.3% | $2,755-50.6% |
| Participant deferral / active EE | $1,122 | $3,281-65.8% | $4,319-74.0% | $4,296-73.9% |
| Admin fee / account holder | $11 | $4,981-99.8% | $7,386-99.9% | $6,918-99.8% |