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 4-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... | $0 |
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 | $10,269 | $37,393-72.5% | $77,024-86.7% | $66,914-84.7% |
| Participation rate | 62.2% | 52.9%+9.3pp | 67.9%-5.7pp | 69.8%-7.6pp |
| Annual return | 112.29% | -3.29%+115.6pp | 42.32%+70.0pp | 1.58%+110.7pp |
| Employer contribution / active EE | $1,307 | $1,531-14.6% | $2,812-53.5% | $2,544-48.6% |
| Participant deferral / active EE | $1,847 | $2,617-29.4% | $4,426-58.3% | $4,237-56.4% |
| Admin fee / account holder | $5 | $567-99.1% | $5,425-99.9% | $593-99.2% |